Nippon India Hybrid Bond Fund vs SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan compare
Nippon India Conservative Hybrid Fund - Regular - Growth
Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Nippon India Conservative Hybrid Fund - Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Moderately High |
| Asset Size (Cr) | ₹923 Cr | ₹21 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 29 Dec 2003 | 25 Jan 2010 |
| 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% | 252% |
| Expense Ratio | 1.9 | 2.19 |
| Manager | Sushil Budhia | Dwijendra Srivastava |
| ISIN Code | INF204K01FD1 | INF903J01HB0 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.71% | 0.19% |
| 6 Month | 4.57% | 1.06% |
| 1 Year | 9.29% | 3.3% |
| 3 Year | 9.13% | 6.85% |
| 5 Year | 8.61% | 7.74% |
SIP Return Analysis
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.46% | 0.95% |
| 1 Year | 10.53% | 4.22% |
| 3 Year | 9.22% | 6.15% |
| 5 Year | 8.73% | 6.74% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.52% | 7.35% |
| 3 Year | 8.93% | 7.82% |
| 5 Year | 9.92% | 8.01% |
Risk Management
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.07% | 4.91% |
| Sharp | 1.61% | 0.31% |
| Beta | 0.4% | 0.81% |
| Alpha | 1.65% | -1.91% |
Fund Managers
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Name | Sushil Budhia | Dwijendra Srivastava |
| Total AUM | ₹29447 Cr | ₹14140 Cr |
| Funds Managed | 11 | 14 |
| Nippon India Conservative Hybrid Fund - Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Nippon India Conservative Hybrid Fund - Regular - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 87.55 | 78.57 |
| Large Cap | 11.26 | 19.1 |
| Mid Cap | 1.19 | 2.33 |
Sector Allocation
| Scheme Name |
Nippon India Conservative Hybrid Fund - Regular - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 82.7 | 78.57 |
| Energy | 1.24 | 3.08 |
| Technology | 1.23 | 2.31 |
| Industrials | 1.61 | 1.06 |
| Basic Materials | 0.94 | 1.92 |
| Consumer Defensive | 0.86 | 0.53 |
| Financial Services | 5.1 | 7.65 |
| Healthcare | 0.6 | 0.67 |
| Consumer Cyclical | 1.52 | 1.82 |
| Real Estate | 3.28 | - |
| Communication Services | 0.6 | 2.4 |
| Utilities | 0.33 | 0 |
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