Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures.
Overlap
share of the portfolio the two funds hold in common
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) | SBI CONSERVATIVE HYBRID | |
|---|---|---|
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) | itself | 5% |
| SBI CONSERVATIVE HYBRID | 5% | itself |
Most alike: Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) and SBI CONSERVATIVE HYBRID FUND share 5% of their portfolios. Two funds this different are doing different things; whether that is what you want is a separate question.
Side by side
record, cost, returns, drawdown, size
| Measure | Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) | SBI CONSERVATIVE HYBRID |
|---|---|---|
| Category | Conservative Hybrid | Conservative Hybrid |
| Share of three-year stretches it beat its category P4 | 39% of 109 | 75% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.90% | 0.75% |
| Portfolio turned over a year P1 | 11% | 23% |
| Run by P7 | Dwijendra Srivastava · 9 mo | Mansi Sajeja · ≥ 3 mo |
| 1-year return | −0.1% | 5.0% |
| 3 years p.a. | 5.3% | 8.4% |
| 5 years p.a. | 5.3% | 8.7% |
| Deepest fall (max drawdown) | −4.2% | −3.0% |
| Assets (AUM) | ₹19 Cr | ₹10,210 Cr |
| Disclosed history | 5.0 yrs | 5.8 yrs |
| Holdings · top ten weight | 27 · 89% | 110 · 27% |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.