Nippon India Hybrid Bond Fund vs SBI Conservative Hybrid Fund compare
SBI Conservative Hybrid Fund - Regular Plan - Growth
Nippon India Conservative Hybrid Fund - Regular - Growth
Chart Comparison
Overview
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Nippon India Conservative Hybrid Fund - Regular - Growth |
---|---|---|
Fund | SBI Conservative Hybrid Fund - Regular Plan - Growth | Nippon India Conservative Hybrid Fund - Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | High |
Asset Size (Cr) | ₹9799 Cr | ₹899 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 23 Mar 2001 | 29 Dec 2003 |
Category | Conservative | Conservative |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 | CRISIL Hybrid 85+15 Conservative TRI |
Turn Over | 252% | 21% |
Expense Ratio | 1.54 | 1.9 |
Manager | Pradeep Kesavan | Sushil Budhia |
ISIN Code | INF200K01859 | INF204K01FD1 |
Exits Load | SBI Conservative Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Nippon India Hybrid Bond Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Nippon India Conservative Hybrid Fund - Regular - Growth |
---|---|---|
1 Month | -0.48% | 0.34% |
6 Month | 6.46% | 5.58% |
1 Year | 5.51% | 8.11% |
3 Year | 10.06% | 8.76% |
5 Year | 11.21% | 8.89% |
SIP Return Analysis
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Nippon India Conservative Hybrid Fund - Regular - Growth |
---|---|---|
6 Month | 1.8% | 2.24% |
1 Year | 6.28% | 8.73% |
3 Year | 9.43% | 8.77% |
5 Year | 9.65% | 8.45% |
Rolling Lumpsum Returns
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Nippon India Conservative Hybrid Fund - Regular - Growth |
---|---|---|
1 Year | 8.48% | 8.65% |
3 Year | 8.53% | 9.03% |
5 Year | 8.45% | 10.07% |
Risk Management
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Nippon India Conservative Hybrid Fund - Regular - Growth |
---|---|---|
Standard Deviation | 3.34% | 1.96% |
Sharp | 1.09% | 1.06% |
Beta | 0.97% | 0.55% |
Alpha | 1.10% | 0.65% |
Fund Managers
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Nippon India Conservative Hybrid Fund - Regular - Growth |
---|---|---|
Name | Pradeep Kesavan | Sushil Budhia |
Total AUM | ₹434274 Cr | ₹29447 Cr |
Funds Managed | 43 | 11 |
SBI Conservative Hybrid Fund - Regular Plan - Growth | Nippon India Conservative Hybrid Fund - Regular - Growth |
Market Cap
Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
Nippon India Conservative Hybrid Fund - Regular - Growth |
---|---|---|
Others | 77.02 | 87.81 |
Large Cap | 8.01 | 11.15 |
Small Cap | 8.8 | - |
Mid Cap | 6.17 | 1.05 |
Sector Allocation
Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
Nippon India Conservative Hybrid Fund - Regular - Growth |
---|---|---|
Others | 77.02 | 85.63 |
Energy | 2.2 | 1.26 |
Consumer Cyclical | 2.01 | 1.2 |
Basic Materials | 3.68 | 0.88 |
Financial Services | 7.56 | 5.09 |
Industrials | 3.69 | 0.41 |
Healthcare | 1.88 | 0.62 |
Consumer Defensive | 1.95 | 0.88 |
Technology | - | 1.25 |
Real Estate | - | 1.88 |
Communication Services | - | 0.56 |
Utilities | - | 0.35 |
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