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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) ₹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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