Aditya Birla Sun Life Regular Savings Fund vs Nippon India Hybrid Bond Fund compare
Nippon India Conservative Hybrid Fund - Regular - Growth
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Chart Comparison
Overview
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Fund | Nippon India Conservative Hybrid Fund - Regular - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Moderately High |
| Asset Size (Cr) | ₹923 Cr | ₹1549 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 29 Dec 2003 | 22 May 2004 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI |
| Turn Over | 21% | 149% |
| Expense Ratio | 1.9 | 1.91 |
| Manager | Sushil Budhia | Dhaval Joshi |
| ISIN Code | INF204K01FD1 | INF209K01751 |
| Exits Load | Nippon India Hybrid Bond Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life Regular Savings Fund- Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| 1 Month | 0.35% | -0.34% |
| 6 Month | 4.38% | 3% |
| 1 Year | 9.48% | 6.8% |
| 3 Year | 9.08% | 8.86% |
| 5 Year | 8.53% | 9.27% |
SIP Return Analysis
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| 6 Month | 2% | 0.75% |
| 1 Year | 9.51% | 6.77% |
| 3 Year | 9.02% | 8.8% |
| 5 Year | 8.64% | 8.6% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| 1 Year | 8.53% | 10.93% |
| 3 Year | 8.94% | 9.5% |
| 5 Year | 9.92% | 9.87% |
Risk Management
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Standard Deviation | 2.07% | 3.44% |
| Sharp | 1.61% | 1.03% |
| Beta | 0.4% | 0.64% |
| Alpha | 1.65% | 0.77% |
Fund Managers
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Name | Sushil Budhia | Dhaval Joshi |
| Total AUM | ₹29447 Cr | ₹361932 Cr |
| Funds Managed | 11 | 55 |
| Nippon India Conservative Hybrid Fund - Regular - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
Market Cap
| Scheme Name |
Nippon India Conservative Hybrid Fund - Regular - Growth |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Others | 87.29 | 79.79 |
| Large Cap | 11.45 | 14.63 |
| Mid Cap | 1.26 | 2.94 |
| Small Cap | - | 2.63 |
Sector Allocation
| Scheme Name |
Nippon India Conservative Hybrid Fund - Regular - Growth |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Others | 82.38 | 77.43 |
| Energy | 1.27 | 0.76 |
| Technology | 1.27 | 2.68 |
| Industrials | 1.64 | 1.52 |
| Basic Materials | 0.93 | 1.76 |
| Consumer Defensive | 0.87 | 0.97 |
| Financial Services | 5.25 | 7.52 |
| Healthcare | 0.61 | 2.65 |
| Consumer Cyclical | 1.56 | 2.26 |
| Real Estate | 3.29 | 1.04 |
| Communication Services | 0.6 | 1.22 |
| Utilities | 0.33 | 0.18 |
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