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 | 0.89% | 0.35% |
| 6 Month | 4.76% | -0.1% |
| 1 Year | 9.03% | 3.39% |
| 3 Year | 9.07% | 7.07% |
| 5 Year | 8.81% | 8.05% |
SIP Return Analysis
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.22% | 0.39% |
| 1 Year | 10.08% | 3.39% |
| 3 Year | 9.09% | 6.14% |
| 5 Year | 8.64% | 6.78% |
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 | 1.92% | 3.59% |
| Sharp | 1.18% | 0.13% |
| Beta | 0.54% | 1.17% |
| Alpha | 0.94% | -2.37% |
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 | 78.69 |
| Large Cap | 11.17 | 19.01 |
| Mid Cap | 1.1 | 2.31 |
Sector Allocation
| Scheme Name |
Nippon India Conservative Hybrid Fund - Regular - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 82.85 | 77.3 |
| Energy | 1.16 | 2.85 |
| Technology | 1.22 | 2.26 |
| Industrials | 1.62 | 0.46 |
| Basic Materials | 0.92 | 1.91 |
| Consumer Defensive | 0.87 | 0.95 |
| Financial Services | 5.04 | 7.88 |
| Healthcare | 0.6 | 0.67 |
| Consumer Cyclical | 1.46 | 2.05 |
| Real Estate | 3.33 | - |
| Communication Services | 0.57 | 2.29 |
| Utilities | 0.35 | 1.39 |
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