Compare Sundaram Conservative Hybrid Fund vs Parag Parikh Conservative Hybrid Fund
Risk
Moderate
NA
Rating
2.0
5.0
Min SIP Amount
₹250
₹1000
Expense Ratio
1.14
0.64
NAV
₹29.37
₹15.58
Fund Started
25 Jan 2010
07 May 2021
Fund Size
₹19.65 Cr
₹3246.32 Cr
Exit Load
-
For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
1 Year
3.32%
8.12%
3 Year
6.49%
11.45%
5 Year
6.82%
-
Equity
20.71%
9.87%
Cash
53.90%
18.90%
Top 10 Holdings
HDFC Bank Ltd. | 2.68% |
Bharti Airtel Ltd. | 2.39% |
Reliance Industries Ltd. | 2.12% |
ICICI Bank Ltd. | 1.51% |
Infosys Ltd. | 1.42% |
State Bank of India | 1.42% |
HCL Technologies Ltd. | 1.20% |
Axis Bank Ltd. | 0.83% |
Ultratech Cement Ltd. | 0.80% |
Bajaj Auto Ltd. | 0.78% |
Coal India Ltd. | 2.11% |
Petronet LNG Ltd. | 2.10% |
ITC Ltd. | 2.01% |
Power Grid Corporation Of India Ltd. | 1.98% |
REC Ltd. | 1.02% |
Reliance Industries Ltd. | 0.88% |
Swaraj Engines Ltd. | 0.66% |
Cigniti Technologies Ltd. | 0.57% |
Ultratech Cement Ltd. | 0.56% |
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | 0.22% |
Name
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-
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 predominantly in debt and money market instruments. The scheme also seeks to generate long term capital appreciation from the portion of equity investments under the scheme.
Launch Date
25 Jan 2010
07 May 2021
