Nippon India Hybrid Bond Fund vs Aditya Birla Sun Life Regular Savings 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) | ₹933 Cr | ₹1541 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 | 0.08% | 0.13% |
| 6 Month | 3.61% | 1.76% |
| 1 Year | 9.21% | 8.28% |
| 3 Year | 9.15% | 9.16% |
| 5 Year | 8.41% | 8.82% |
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 | 1.51% | 0.72% |
| 1 Year | 7.97% | 5.58% |
| 3 Year | 8.46% | 8.18% |
| 5 Year | 8.35% | 8.25% |
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 | 8.56% | 10.93% |
| 3 Year | 8.96% | 9.5% |
| 5 Year | 9.9% | 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 | 1.86% | 3.01% |
| Sharp | 1.28% | 0.75% |
| Beta | 0.54% | 0.94% |
| Alpha | 1.20% | 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 | 87.58 | 80.18 |
| Large Cap | 11.35 | 14.65 |
| Mid Cap | 1.08 | 2.81 |
| Small Cap | - | 2.36 |
Sector Allocation
| Scheme Name |
Nippon India Conservative Hybrid Fund - Regular - Growth |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Others | 81.14 | 77.92 |
| Energy | 1.26 | 0.76 |
| Technology | 1.29 | 2.5 |
| Industrials | 1.64 | 1.49 |
| Basic Materials | 0.94 | 1.87 |
| Consumer Defensive | 0.85 | 0.95 |
| Financial Services | 4.96 | 7.44 |
| Healthcare | 0.58 | 2.57 |
| Consumer Cyclical | 1.58 | 2.22 |
| Real Estate | 4.83 | 0.86 |
| Communication Services | 0.6 | 1.23 |
| Utilities | 0.32 | 0.19 |
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