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) | ₹923 Cr | ₹236 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 | 0.3% | -0.15% |
| 6 Month | 3.62% | 1.1% |
| 1 Year | 9.49% | 6.25% |
| 3 Year | 9.21% | 7.63% |
| 5 Year | 8.36% | 6.46% |
SIP Return Analysis
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.36% | 1.58% |
| 1 Year | 9.91% | 6.09% |
| 3 Year | 9.06% | 7.22% |
| 5 Year | 8.67% | 6.76% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.55% | 7.3% |
| 3 Year | 8.95% | 7.33% |
| 5 Year | 9.91% | 7.81% |
Risk Management
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.07% | 3.83% |
| Sharp | 1.66% | 0.47% |
| Beta | 0.39% | 0.53% |
| Alpha | 1.73% | -1.11% |
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 | 87.58 | 78.85 |
| Large Cap | 11.35 | 20.14 |
| Mid Cap | 1.08 | 1.01 |
Sector Allocation
| Scheme Name |
Nippon India Conservative Hybrid Fund - Regular - Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 81.14 | 78.54 |
| Energy | 1.26 | 2.53 |
| Technology | 1.29 | 2.79 |
| Industrials | 1.64 | 1.3 |
| Basic Materials | 0.94 | 0.42 |
| Consumer Defensive | 0.85 | 1.19 |
| Financial Services | 4.96 | 8.04 |
| Healthcare | 0.58 | 2.07 |
| Consumer Cyclical | 1.58 | 1.35 |
| Real Estate | 4.83 | - |
| Communication Services | 0.6 | 0.92 |
| Utilities | 0.32 | 0.85 |
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