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Aditya Birla Sun Life Regular Savings Fund vs Nippon India Hybrid Bond Fund compare

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tortoise-icon Nippon India Conservative Hybrid Fund - Regular - Growth

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tortoise-icon Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹900 Cr ₹1539 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 1.09% 1.31%
6 Month 4.86% 4.45%
1 Year 8.98% 7.78%
3 Year 9.12% 9.3%
5 Year 8.94% 10.87%

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 1.3% 0.78%
1 Year 7.88% 6.7%
3 Year 8.35% 8.72%
5 Year 8.22% 8.58%

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 8.62% 10.24%
3 Year 9% 8.45%
5 Year 10.06% 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 1.92% 3.02%
Sharp 1.18% 0.81%
Beta 0.54% 0.92%
Alpha 0.94% 0.21%

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 87.95 80.64
Large Cap 11.03 13.86
Mid Cap 1.03 2.87
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 83.05 78.19
Energy 1.16 0.66
Technology 1.19 2.39
Industrials 1.61 1.42
Basic Materials 0.91 1.76
Consumer Defensive 0.88 1.02
Financial Services 4.86 6.98
Healthcare 0.58 2.58
Consumer Cyclical 1.51 2.25
Real Estate 3.36 1.41
Communication Services 0.55 1.1
Utilities 0.35 0.25

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