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) | ₹9859 Cr | ₹900 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 | 0.89% | 0.89% |
| 6 Month | 4.27% | 4.76% |
| 1 Year | 5.85% | 9.03% |
| 3 Year | 10.1% | 9.07% |
| 5 Year | 10.73% | 8.81% |
SIP Return Analysis
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.67% | 2.22% |
| 1 Year | 8.45% | 10.08% |
| 3 Year | 9.36% | 9.09% |
| 5 Year | 9.49% | 8.64% |
Rolling Lumpsum Returns
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| 1 Year | 8.45% | 8.62% |
| 3 Year | 8.55% | 9% |
| 5 Year | 8.47% | 10.06% |
Risk Management
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 3.35% | 1.92% |
| Sharp | 0.97% | 1.18% |
| Beta | 1.00% | 0.54% |
| Alpha | 0.78% | 0.94% |
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 | 76.45 | 87.73 |
| Large Cap | 9.94 | 11.17 |
| Small Cap | 10.13 | - |
| Mid Cap | 3.48 | 1.1 |
Sector Allocation
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| Others | 76.43 | 82.85 |
| Energy | 1.51 | 1.16 |
| Consumer Cyclical | 1.15 | 1.46 |
| Basic Materials | 5.67 | 0.92 |
| Financial Services | 7.28 | 5.04 |
| Industrials | 4.35 | 1.62 |
| Healthcare | 1.7 | 0.6 |
| Consumer Defensive | 1.89 | 0.87 |
| Technology | 0.01 | 1.22 |
| Real Estate | - | 3.33 |
| Communication Services | - | 0.57 |
| Utilities | - | 0.35 |
Top Comparisons
Sundaram Short Duration Fund Regular Growth
3Y Returns7.54%
SBI Short Term Debt Fund - Regular Plan -Growth
3Y Returns7.65%
ICICI Prudential Equity & Debt Fund - Growth
3Y Returns18.62%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
3Y Returns12.11%
LIC MF Equity Hybrid Fund-Growth
3Y Returns13.01%
Quant Aggressive Hybrid Fund-Growth
3Y Returns11.27%
Canara Robeco Value Fund - Regular Plan - Growth Option
3Y Returns16.31%
Quant Value Fund Regular - Growth
3Y Returns20.79%