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) | ₹900 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 | 0.97% | 0.55% |
6 Month | 5.59% | 1.91% |
1 Year | 8.03% | 2.66% |
3 Year | 9.21% | 7.51% |
5 Year | 8.84% | 8.23% |
SIP Return Analysis
Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.17% | 0.13% |
1 Year | 9.9% | 3.52% |
3 Year | 9.03% | 6.36% |
5 Year | 8.6% | 6.93% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.62% | 7.53% |
3 Year | 9% | 7.93% |
5 Year | 10.06% | 7.95% |
Risk Management
Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 1.90% | 3.62% |
Sharp | 1.14% | 0.16% |
Beta | 0.54% | 1.18% |
Alpha | 0.94% | -2.13% |
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 | 87.73 | 79.38 |
Large Cap | 11.25 | 18.29 |
Mid Cap | 1.02 | 2.32 |
Sector Allocation
Scheme Name |
Nippon India Conservative Hybrid Fund - Regular - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Others | 83.04 | 78.01 |
Energy | 1.19 | 2.78 |
Technology | 1.26 | 2.22 |
Industrials | 1.59 | 0.42 |
Basic Materials | 0.92 | 1.89 |
Consumer Defensive | 0.9 | 0.95 |
Financial Services | 4.91 | 7.54 |
Healthcare | 0.6 | 0.65 |
Consumer Cyclical | 1.52 | 2 |
Real Estate | 3.17 | - |
Communication Services | 0.56 | 2.16 |
Utilities | 0.35 | 1.37 |
Top Comparisons
DSP Liquidity Fund - Regular Plan - Growth
3Y Returns6.99%
Canara Robeco Liquid Fund - Regular Plan - Growth Option
3Y Returns7.03%
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
3Y Returns5.18%
Edelweiss Multi Asset Allocation Fund - Reg (G)
3Y Returns0%
ICICI Prudential Dividend Yield Equity Fund Growth Option
3Y Returns24.21%
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan
3Y Returns20.18%
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
3Y Returns17.3%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
3Y Returns13.93%