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) | ₹918 Cr | ₹1542 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 | 0.89% | 0.33% |
| 6 Month | 4.66% | 3.42% |
| 1 Year | 9.55% | 7.56% |
| 3 Year | 9.03% | 8.93% |
| 5 Year | 8.67% | 9.7% |
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 | 2.61% | 1.95% |
| 1 Year | 10.71% | 9.22% |
| 3 Year | 9.32% | 9.54% |
| 5 Year | 8.79% | 9.04% |
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 | 8.51% | 10.93% |
| 3 Year | 8.93% | 9.5% |
| 5 Year | 9.92% | 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 | 2.07% | 3.44% |
| Sharp | 1.58% | 1.08% |
| Beta | 0.39% | 0.63% |
| Alpha | 1.47% | 0.66% |
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 | 87.53 | 79.86 |
| Large Cap | 11.29 | 14.36 |
| Mid Cap | 1.18 | 3.01 |
| Small Cap | - | 2.77 |
Sector Allocation
| Scheme Name |
Nippon India Conservative Hybrid Fund - Regular - Growth |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Others | 82.71 | 77.15 |
| Energy | 1.23 | 0.72 |
| Technology | 1.22 | 2.64 |
| Industrials | 1.63 | 1.55 |
| Basic Materials | 0.95 | 1.83 |
| Consumer Defensive | 0.88 | 0.98 |
| Financial Services | 5.09 | 7.29 |
| Healthcare | 0.6 | 2.67 |
| Consumer Cyclical | 1.46 | 2.33 |
| Real Estate | 3.29 | 1.39 |
| Communication Services | 0.59 | 1.2 |
| Utilities | 0.35 | 0.25 |
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