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) | ₹918 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 | 1.02% | 0.77% |
| 6 Month | 4.78% | 0.63% |
| 1 Year | 9.25% | 3.37% |
| 3 Year | 9.1% | 6.88% |
| 5 Year | 8.67% | 7.88% |
SIP Return Analysis
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.59% | 1.24% |
| 1 Year | 10.68% | 4.65% |
| 3 Year | 9.29% | 6.4% |
| 5 Year | 8.78% | 6.91% |
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 | 87.1 | 78.57 |
| Large Cap | 11.7 | 19.09 |
| Mid Cap | 1.2 | 2.34 |
Sector Allocation
| Scheme Name |
Nippon India Conservative Hybrid Fund - Regular - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 82.63 | 78.57 |
| Petroleum Products | 1.02 | 3.08 |
| IT - Software | 1.21 | 2.31 |
| Construction | 0.45 | 0.49 |
| Ferrous Metals | 0.32 | - |
| Consumer Durables | 0.32 | - |
| Diversified FMCG | 0.61 | - |
| Non - Ferrous Metals | 0.15 | - |
| Banks | 4.43 | 7.64 |
| Pharmaceuticals & Biotechnology | 0.51 | 0.67 |
| Cement & Cement Products | 0.29 | 1.36 |
| Automobiles | 1.33 | 1.24 |
| Realty | 3.29 | - |
| Transport Infrastructure | 1.18 | - |
| Insurance | 0.18 | - |
| Agricultural Food & other Products | 0.09 | 0.53 |
| Oil | 0.12 | - |
| Food Products | 0.19 | - |
| Finance | 0.48 | - |
| Leisure Services | 0.02 | 0.58 |
| Telecom - Services | 0.59 | 2.4 |
| Healthcare Services | 0.09 | - |
| Consumable Fuels | 0.1 | - |
| Fertilizers & Agrochemicals | 0.05 | 0.56 |
| Power | 0.35 | - |
| Aerospace & Defense | - | 0.57 |
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