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Nippon India Hybrid Bond Fund vs SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan compare

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tortoise-icon Nippon India Conservative Hybrid Fund - Regular - Growth

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tortoise-icon Sundaram Conservative Hybrid Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹894 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 0.83% 0.63%
6 Month 5.96% 3.44%
1 Year 7.62% 2.28%
3 Year 8.71% 6.83%
5 Year 8.88% 8.31%

SIP Return Analysis

Scheme Name Nippon India Conservative Hybrid Fund - Regular - Growth Sundaram Conservative Hybrid Fund - Regular Plan - Growth
6 Month 2.08% -0.1%
1 Year 9.11% 2.98%
3 Year 8.82% 6.41%
5 Year 8.46% 6.98%

Rolling Lumpsum Returns

Scheme Name Nippon India Conservative Hybrid Fund - Regular - Growth Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Year 8.65% 7.6%
3 Year 9.03% 7.99%
5 Year 10.07% 7.88%

Risk Management

Scheme Name Nippon India Conservative Hybrid Fund - Regular - Growth Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation 1.97% 3.72%
Sharp 0.93% 0.03%
Beta 0.54% 1.16%
Alpha 0.91% -1.84%

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 87.78 79.74
Large Cap 11.16 17.99
Mid Cap 1.06 2.28

Sector Allocation

Scheme Name

Nippon India Conservative Hybrid Fund - Regular - Growth

Sundaram Conservative Hybrid Fund - Regular Plan - Growth

Others 84.4 78.46
Energy 1.25 2.72
Technology 1.24 2.17
Industrials 1.58 0.43
Basic Materials 0.89 1.86
Consumer Defensive 0.87 0.93
Financial Services 5.09 7.59
Healthcare 0.61 0.63
Consumer Cyclical 1.24 1.82
Real Estate 1.92 -
Communication Services 0.55 2.11
Utilities 0.36 1.28

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