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) | ₹9787 Cr | ₹894 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 | 0.96% | 0.83% |
6 Month | 6.51% | 5.96% |
1 Year | 4.64% | 7.62% |
3 Year | 9.66% | 8.71% |
5 Year | 11.18% | 8.88% |
SIP Return Analysis
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Nippon India Conservative Hybrid Fund - Regular - Growth |
---|---|---|
6 Month | 1.84% | 2.08% |
1 Year | 7.7% | 9.11% |
3 Year | 9.57% | 8.82% |
5 Year | 9.67% | 8.46% |
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 | 3.36% | 1.97% |
Sharp | 0.86% | 0.93% |
Beta | 0.96% | 0.54% |
Alpha | 1.26% | 0.91% |
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 | 77.7 | 87.78 |
Large Cap | 8.03 | 11.16 |
Small Cap | 8.62 | - |
Mid Cap | 5.66 | 1.06 |
Sector Allocation
Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
Nippon India Conservative Hybrid Fund - Regular - Growth |
---|---|---|
Others | 76.86 | 84.4 |
Energy | 2.18 | 1.25 |
Consumer Cyclical | 1.88 | 1.24 |
Basic Materials | 3.77 | 0.89 |
Financial Services | 7.18 | 5.09 |
Industrials | 4.49 | 1.58 |
Healthcare | 1.76 | 0.61 |
Consumer Defensive | 1.88 | 0.87 |
Technology | - | 1.24 |
Real Estate | - | 1.92 |
Communication Services | - | 0.55 |
Utilities | - | 0.36 |
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