Compare Sundaram Conservative Hybrid Fund vs Bank of India Conservative Hybrid Fund
Sundaram Conservative Hybrid Fund
HybridConservative Hybrid
Bank of India Conservative Hybrid Fund
HybridConservative Hybrid
Risk
Moderate
Moderate
Rating
2.0
4.0
Min SIP Amount
₹250
₹1000
Expense Ratio
1.87
2.27
NAV
₹32.88
₹38.22
Fund Started
25 Jan 2010
28 Jan 2009
Fund Size
₹18.33 Cr
₹68.35 Cr
Exit Load
-
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months.
1 Year
-1.04%
1.24%
3 Year
4.71%
5.66%
5 Year
4.33%
8.80%
Equity
17.78%
18.99%
Cash
17.15%
24.12%
Top 10 Holdings
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 2.30% |
Reliance Industries Ltd. | 1.94% |
State Bank of India | 1.26% |
HDFC Bank Ltd. | 1.16% |
ICICI Bank Ltd. | 1.15% |
Tech Mahindra Ltd. | 0.83% |
Bajaj Auto Ltd. | 0.81% |
Axis Bank Ltd. | 0.80% |
Kotak Mahindra Bank Ltd. | 0.77% |
Ultratech Cement Ltd. | 0.75% |
Name | Assets |
|---|---|
Glenmark Pharmaceuticals Ltd. | 2.30% |
State Bank of India | 1.60% |
Hindustan Copper Ltd. | 1.39% |
ICICI Bank Ltd. | 1.20% |
NTPC Ltd. | 1.10% |
Adani Ports and Special Economic Zone Ltd. | 1.05% |
Balrampur Chini Mills Ltd. | 1.01% |
Bharat Electronics Ltd. | 0.94% |
Bharti Airtel Ltd. | 0.93% |
Power Grid Corporation Of India Ltd. | 0.91% |
Name
-
-
Start Date
-
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Description
The scheme seeks to generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.
The Scheme seeks to generate regular income through investments of a substantial portion in fixed income securities and long term capital appreciation by investing upto 20% of the net assets in equity and equity related instruments. The scheme will seek to build a well-diversified, high credit portfolio that minimizes liquidity risk and credit risk.
Launch Date
25 Jan 2010
28 Jan 2009
