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) | ₹894 Cr | ₹1531 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 | 0.83% | 0.9% |
6 Month | 5.96% | 6.78% |
1 Year | 7.62% | 6.92% |
3 Year | 8.71% | 8.81% |
5 Year | 8.88% | 10.96% |
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 | 2.08% | 1.98% |
1 Year | 9.11% | 8.62% |
3 Year | 8.82% | 9.56% |
5 Year | 8.46% | 9.1% |
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 | 8.65% | 10.24% |
3 Year | 9.03% | 8.45% |
5 Year | 10.07% | 8.94% |
Risk Management
Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|
Standard Deviation | 1.97% | 3.08% |
Sharp | 0.93% | 0.63% |
Beta | 0.54% | 0.90% |
Alpha | 0.91% | 0.41% |
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 | 87.78 | 81.15 |
Large Cap | 11.16 | 13.91 |
Mid Cap | 1.06 | 2.88 |
Small Cap | - | 2.07 |
Sector Allocation
Scheme Name |
Nippon India Conservative Hybrid Fund - Regular - Growth |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|
Others | 84.4 | 78.75 |
Energy | 1.25 | 0.67 |
Technology | 1.24 | 2.04 |
Industrials | 1.58 | 1.68 |
Basic Materials | 0.89 | 1.68 |
Consumer Defensive | 0.87 | 1.03 |
Financial Services | 5.09 | 7.06 |
Healthcare | 0.61 | 2.66 |
Consumer Cyclical | 1.24 | 1.65 |
Real Estate | 1.92 | 1.43 |
Communication Services | 0.55 | 1.1 |
Utilities | 0.36 | 0.25 |
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