Nippon India Hybrid Bond Fund vs SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan compare
Nippon India Hybrid Bond Fund-Growth Plan
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Nippon India Hybrid Bond Fund-Growth Plan | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
Fund | Nippon India Hybrid Bond Fund-Growth Plan | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | High | Moderately High |
Asset Size (Cr) | ₹829 Cr | ₹27 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 Hybrid Bond Fund-Growth Plan | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
1 Month | 0.79% | -0.53% |
6 Month | 5.17% | 3.13% |
1 Year | 8.59% | 6.27% |
3 Year | 9.45% | 8.82% |
5 Year | 9.11% | 8.95% |
SIP Return Analysis
Scheme Name | Nippon India Hybrid Bond Fund-Growth Plan | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
6 Month | 3.1% | 1.93% |
1 Year | 9.47% | 5.53% |
3 Year | 9.14% | 7.89% |
5 Year | 8.68% | 7.99% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Hybrid Bond Fund-Growth Plan | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
1 Year | 8.66% | 7.65% |
3 Year | 9% | 7.91% |
5 Year | 10.09% | 7.78% |
Risk Management
Scheme Name | Nippon India Hybrid Bond Fund-Growth Plan | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
Standard Deviation | 2.142% | 3.55% |
Sharp | 0.45% | -0.011% |
Beta | 0.553% | 1.006% |
Alpha | 0.415% | -0.98% |
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Fund Managers
Scheme Name | Nippon India Hybrid Bond Fund-Growth Plan | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
Name | Sushil Budhia | Dwijendra Srivastava |
Total AUM | ₹29447 Cr | ₹14140 Cr |
Funds Managed | 11 | 14 |
Nippon India Hybrid Bond Fund-Growth Plan | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
Market Cap
Scheme Name |
Nippon India Hybrid Bond Fund-Growth Plan |
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
Others | 88.11 | 81.82 |
Large Cap | 11.65 | 16.41 |
Mid Cap | 0.24 | 1.77 |
Small Cap | - | 0 |
Sector Allocation
Scheme Name |
Nippon India Hybrid Bond Fund-Growth Plan |
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
Others | 86.84 | 81.72 |
Basic Materials | 0.86 | 1.3 |
Energy | 1.2 | 2 |
Technology | 1.69 | 2.38 |
Industrials | 0.53 | 0.48 |
Consumer Defensive | 0.91 | 1.53 |
Financial Services | 4.09 | 6.99 |
Healthcare | 0.62 | 0.43 |
Consumer Cyclical | 1.25 | 1.47 |
Real Estate | 1.13 | - |
Communication Services | 0.55 | 1.69 |
Utilities | 0.34 | - |
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