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) | ₹9851 Cr | ₹933 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 | -0.46% | 0.08% |
| 6 Month | 1.24% | 3.61% |
| 1 Year | 6.81% | 9.21% |
| 3 Year | 9.77% | 9.15% |
| 5 Year | 9.43% | 8.41% |
SIP Return Analysis
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| 6 Month | 0.82% | 1.51% |
| 1 Year | 5.77% | 7.97% |
| 3 Year | 8.06% | 8.46% |
| 5 Year | 8.8% | 8.35% |
Rolling Lumpsum Returns
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| 1 Year | 8.39% | 8.56% |
| 3 Year | 8.64% | 8.96% |
| 5 Year | 8.5% | 9.9% |
Risk Management
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 3.37% | 1.86% |
| Sharp | 0.92% | 1.28% |
| Beta | 1.04% | 0.54% |
| Alpha | 0.81% | 1.20% |
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 | 77.09 | 87.58 |
| Large Cap | 8.02 | 11.35 |
| Mid Cap | 3.89 | 1.08 |
| Small Cap | 11.01 | - |
Sector Allocation
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| Others | 76.53 | 81.14 |
| Energy | 1.47 | 1.26 |
| Consumer Cyclical | 1.83 | 1.58 |
| Basic Materials | 5.4 | 0.94 |
| Industrials | 4.19 | 1.64 |
| Healthcare | 2.08 | 0.58 |
| Consumer Defensive | 1.92 | 0.85 |
| Financial Services | 6.6 | 4.96 |
| Technology | - | 1.29 |
| Real Estate | - | 4.83 |
| Communication Services | - | 0.6 |
| Utilities | - | 0.32 |
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