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Compare Sundaram Debt Oriented Hybrid Fund vs ICICI Prudential Regular Savings Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | NA | High |
Rating | 3.0 | 4.0 |
Min SIP Amount | ₹250 | ₹100 |
Expense Ratio | 2.15 | 1.72 |
NAV | ₹29.61 | ₹75.31 |
Fund Started | 25 Jan 2010 | 16 Feb 2004 |
Fund Size | ₹27.30 Cr | ₹3188.48 Cr |
Exit Load | - | Exit load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year |
Risk
NA
High
Rating
3.0
4.0
Min SIP Amount
₹250
₹100
Expense Ratio
2.15
1.72
NAV
₹29.61
₹75.31
Fund Started
25 Jan 2010
16 Feb 2004
Fund Size
₹27.30 Cr
₹3188.48 Cr
Exit Load
-
Exit load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year
Returns
1 Year | 6.33% | 8.96% |
3 Year | 8.69% | 11.06% |
5 Year | 8.95% | 10.58% |
1 Year
6.33%
8.96%
3 Year
8.69%
11.06%
5 Year
8.95%
10.58%
Holding Analysis
Equity | 19.63% | 22.00% |
Cash | 38.34% | 5.10% |
Equity
19.63%
22.00%
Cash
38.34%
5.10%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 3.03% |
ICICI Bank Ltd. | 2.22% |
Reliance Industries Ltd. | 1.77% |
Bharti Airtel Ltd. | 1.70% |
HCL Technologies Ltd. | 1.11% |
Infosys Ltd. | 1.00% |
Axis Bank Ltd. | 0.87% |
State Bank of India | 0.77% |
ITC Ltd. | 0.61% |
Bharat Petroleum Corporation Ltd. | 0.58% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 1.69% |
SBI Life Insurance Company Ltd. | 1.36% |
Maruti Suzuki India Ltd. | 1.13% |
Sun Pharmaceutical Industries Ltd. | 1.07% |
HDFC Bank Ltd. | 1.04% |
Axis Bank Ltd. | 0.94% |
NTPC Ltd. | 0.86% |
HDFC Life Insurance Co Ltd. | 0.82% |
Bharti Airtel Ltd. | 0.81% |
Gland Pharma Ltd. | 0.78% |
Fund Manager
Name | Dwijendra Srivastava | Ritesh Lunawat |
Start Date | 03 Nov 2015 | 28 Dec 2020 |
Name
Dwijendra Srivastava
Ritesh Lunawat
Start Date
03 Nov 2015
28 Dec 2020
About Fund
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 long-term capital appreciation by investments in money market and debt instruments. |
Launch Date | 25 Jan 2010 | 16 Feb 2004 |
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 long-term capital appreciation by investments in money market and debt instruments.
Launch Date
25 Jan 2010
16 Feb 2004