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) | ₹899 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 | 0.34% | -1.15% |
6 Month | 5.58% | 2.89% |
1 Year | 8.11% | 3.7% |
3 Year | 8.76% | 7.1% |
5 Year | 8.89% | 8.22% |
SIP Return Analysis
Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.24% | -0.08% |
1 Year | 8.73% | 2.38% |
3 Year | 8.77% | 6.5% |
5 Year | 8.45% | 7.11% |
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 | 1.96% | 3.57% |
Sharp | 1.06% | 0.31% |
Beta | 0.55% | 1.13% |
Alpha | 0.65% | -1.83% |
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 | 87.81 | 78.77 |
Large Cap | 11.15 | 18.89 |
Mid Cap | 1.05 | 2.33 |
Sector Allocation
Scheme Name |
Nippon India Conservative Hybrid Fund - Regular - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Others | 85.63 | 77.49 |
Energy | 1.26 | 2.83 |
Technology | 1.25 | 2.2 |
Industrials | 0.41 | 0.43 |
Basic Materials | 0.88 | 1.93 |
Consumer Defensive | 0.88 | 1.08 |
Financial Services | 5.09 | 8.24 |
Healthcare | 0.62 | 0.59 |
Consumer Cyclical | 1.2 | 1.8 |
Real Estate | 1.88 | - |
Communication Services | 0.56 | 2.15 |
Utilities | 0.35 | 1.28 |
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