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
1.88
0.62
NAV
₹32.39
₹15.90
Fund Started
25 Jan 2010
07 May 2021
Fund Size
₹18.56 Cr
₹3344.68 Cr
Exit Load
-
For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
1 Year
-1.26%
3.93%
3 Year
5.02%
10.25%
5 Year
6.18%
9.10%
Equity
19.80%
9.93%
Cash
53.28%
16.18%
Top 10 Holdings
Bharti Airtel Ltd. | 2.36% |
Reliance Industries Ltd. | 2.14% |
HDFC Bank Ltd. | 2.01% |
State Bank of India | 1.25% |
ICICI Bank Ltd. | 1.08% |
Infosys Ltd. | 1.07% |
Bajaj Auto Ltd. | 0.90% |
HCL Technologies Ltd. | 0.89% |
Axis Bank Ltd. | 0.83% |
Tech Mahindra Ltd. | 0.80% |
Coal India Ltd. | 2.31% |
Power Grid Corporation Of India Ltd. | 2.08% |
ITC Ltd. | 1.91% |
Petronet LNG Ltd. | 1.90% |
REC Ltd. | 0.95% |
Swaraj Engines Ltd. | 0.71% |
Coforge Ltd. | 0.49% |
Bharti Airtel Ltd. | 0.25% |
Indus Towers Ltd. | 0.08% |
Ambuja Cements Ltd. | 0.06% |
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
