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) | Parag Parikh Conservative Hybrid | |
|---|---|---|
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) | itself | 0% |
| Parag Parikh Conservative Hybrid | 0% | itself |
Most alike: Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) and Parag Parikh Conservative Hybrid Fund share 0% 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) | Parag Parikh Conservative Hybrid |
|---|---|---|
| Category | Conservative Hybrid | Conservative Hybrid |
| Share of three-year stretches it beat its category P4 | 39% of 109 | 100% of 29 |
| Regular plan costs more than Direct by, a year P5 | 0.90% | 0.33% |
| Portfolio turned over a year P1 | 11% | 8% |
| Run by P7 | Dwijendra Srivastava · 9 mo | Raj Mehta · 5.3 yrs |
| 1-year return | −0.1% | 4.8% |
| 3 years p.a. | 5.3% | 9.3% |
| 5 years p.a. | 5.3% | 9.2% |
| Deepest fall (max drawdown) | −4.2% | −2.2% |
| Assets (AUM) | ₹19 Cr | ₹3,450 Cr |
| Disclosed history | 5.0 yrs | 5.0 yrs |
| Holdings · top ten weight | 27 · 89% | 81 · 40% |
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.