Compare Sundaram Conservative Hybrid Fund vs Parag Parikh Conservative Hybrid Fund
Sundaram Conservative Hybrid Fund
Parag Parikh Conservative Hybrid Fund
Risk
Moderate
NA
Rating
2.0
5.0
Min SIP Amount
₹250
₹1000
Expense Ratio
1.89
0.65
NAV
₹32.86
₹16.15
Fund Started
25 Jan 2010
07 May 2021
Fund Size
₹18.69 Cr
₹3418.90 Cr
Exit Load
-
For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
1 Year
-0.19%
5.05%
3 Year
4.95%
10.48%
5 Year
6.31%
9.67%
Equity
19.72%
9.76%
Cash
53.10%
14.75%
Top 10 Holdings
Bharti Airtel Ltd. | 2.38% |
HDFC Bank Ltd. | 2.14% |
Reliance Industries Ltd. | 2.08% |
State Bank of India | 1.32% |
ICICI Bank Ltd. | 1.18% |
Infosys Ltd. | 0.91% |
Axis Bank Ltd. | 0.86% |
Bajaj Auto Ltd. | 0.83% |
HCL Technologies Ltd. | 0.80% |
Ultratech Cement Ltd. | 0.75% |
Coal India Ltd. | 2.16% |
Power Grid Corporation Of India Ltd. | 2.00% |
Petronet LNG Ltd. | 1.93% |
ITC Ltd. | 1.87% |
REC Ltd. | 1.00% |
Swaraj Engines Ltd. | 0.73% |
Coforge Ltd. | 0.49% |
Bajaj Finance Ltd. | 0.49% |
Bharti Airtel Ltd. | 0.25% |
JB Chemicals & Pharmaceuticals Ltd. | 0.17% |
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 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
