Axis Regular Saver Fund vs Nippon India Hybrid Bond Fund compare
Nippon India Conservative Hybrid Fund - Regular - Growth
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Nippon India Conservative Hybrid Fund - Regular - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | High | Moderately High |
Asset Size (Cr) | ₹894 Cr | ₹276 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 29 Dec 2003 | 16 Jul 2010 |
Category | Conservative | Conservative |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 85+15 Conservative TRI | NIFTY 50 Hybrid Composite Debt 15:85 |
Turn Over | 21% | 64.15% |
Expense Ratio | 1.9 | 2.2 |
Manager | Sushil Budhia | Devang Shah |
ISIN Code | INF204K01FD1 | INF846K01693 |
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 | Axis Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.01% | 0.69% |
6 Month | 6.21% | 4.89% |
1 Year | 7.85% | 3.99% |
3 Year | 8.93% | 7.14% |
5 Year | 9.03% | 7.82% |
SIP Return Analysis
Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.08% | 0.69% |
1 Year | 9.11% | 5.57% |
3 Year | 8.82% | 7.33% |
5 Year | 8.46% | 6.8% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.65% | 7.41% |
3 Year | 9.03% | 7.35% |
5 Year | 10.07% | 8.03% |
Risk Management
Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.97% | 3.67% |
Sharp | 0.93% | -0.02% |
Beta | 0.54% | 1.13% |
Alpha | 0.91% | -1.97% |
Fund Managers
Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Sushil Budhia | Devang Shah |
Total AUM | ₹29447 Cr | ₹60014 Cr |
Funds Managed | 11 | 15 |
Nippon India Conservative Hybrid Fund - Regular - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Nippon India Conservative Hybrid Fund - Regular - Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 87.9 | 81.46 |
Large Cap | 11.08 | 16.98 |
Mid Cap | 1.03 | 0.84 |
Small Cap | - | 0.72 |
Sector Allocation
Scheme Name |
Nippon India Conservative Hybrid Fund - Regular - Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 83.3 | 80.9 |
Energy | 1.23 | 1.87 |
Technology | 1.25 | 2.08 |
Industrials | 1.59 | 0.98 |
Basic Materials | 0.9 | 1.22 |
Consumer Defensive | 0.9 | 0.84 |
Financial Services | 4.93 | 7.68 |
Healthcare | 0.6 | 1.49 |
Consumer Cyclical | 1.29 | 1.43 |
Real Estate | 3.11 | - |
Communication Services | 0.56 | 0.78 |
Utilities | 0.34 | 0.73 |
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