Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Nippon India Hybrid Bond Fund vs UTI Conservative Hybrid Fund compare

Link copied to clipboard!

tortoise-icon Nippon India Conservative Hybrid Fund - Regular - Growth

Invest Now

tortoise-icon UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Nippon India Conservative Hybrid Fund - Regular - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Fund Nippon India Conservative Hybrid Fund - Regular - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk High Moderately High
Asset Size (Cr) ₹901 Cr ₹1706 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 29 Dec 2003 16 Dec 2003
Category Conservative Conservative
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 85+15 Conservative TRI NIFTY 50 Hybrid Composite Debt 15:85
Turn Over 21% 32%
Expense Ratio 1.9 1.81
Manager Sushil Budhia Amit Kumar Premchandani
ISIN Code INF204K01FD1 INF789F01893
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 UTI Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Nippon India Conservative Hybrid Fund - Regular - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month 0.17% -0.32%
6 Month 5.16% 4.62%
1 Year 7.81% 6.29%
3 Year 8.91% 10.22%
5 Year 8.92% 11.06%

SIP Return Analysis

Scheme Name Nippon India Conservative Hybrid Fund - Regular - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month 2.64% 2.41%
1 Year 9.27% 7.45%
3 Year 9.07% 10.56%
5 Year 8.64% 10.05%

Rolling Lumpsum Returns

Scheme Name Nippon India Conservative Hybrid Fund - Regular - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 8.65% 9.82%
3 Year 9.03% 9.37%
5 Year 10.07% 9.43%

Risk Management

Scheme Name Nippon India Conservative Hybrid Fund - Regular - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 2.01% 3.93%
Sharp 1.26% 1.14%
Beta 0.55% 1.19%
Alpha 0.67% 0.46%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Nippon India Conservative Hybrid Fund - Regular - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Name Sushil Budhia Amit Kumar Premchandani
Total AUM ₹29447 Cr ₹13572 Cr
Funds Managed 11 3
Nippon India Conservative Hybrid Fund - Regular - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Nippon India Conservative Hybrid Fund - Regular - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 87.35 76.1
Large Cap 11.51 16.44
Mid Cap 1.14 3.9
Small Cap - 3.55

Sector Allocation

Scheme Name

Nippon India Conservative Hybrid Fund - Regular - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 85.08 75.67
Basic Materials 0.88 2.04
Energy 1.34 1.41
Technology 1.39 2.64
Industrials 0.55 1.59
Consumer Defensive 0.88 0.53
Financial Services 5.27 8.23
Healthcare 0.61 1.91
Consumer Cyclical 1.23 3.42
Real Estate 1.82 0.33
Communication Services 0.59 1.57
Utilities 0.36 0.66

Top Comparisons

Tata Ultra Short Term Fund-Regular Plan-Growth Tata Ultra Short Term Fund-Regular Plan-Growth

3Y Returns6.63%

VS

UTI Ultra Short Duration Fund- Regular Plan - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option

3Y Returns6.83%

Compare Now

ICICI Prudential ESG Exclusionary Strategy Fund - Growth ICICI Prudential ESG Exclusionary Strategy Fund - Growth

3Y Returns20.06%

VS

HSBC Business Cycles Fund - Regular Growth HSBC Business Cycles Fund - Regular Growth

3Y Returns22.81%

Compare Now

Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth

3Y Returns18.93%

VS

DSP Income Plus Arbitrage Fund of Fund - Reg - Growth DSP Income Plus Arbitrage Fund of Fund - Reg - Growth

3Y Returns9.77%

Compare Now

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

3Y Returns17.54%

VS

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

3Y Returns16.54%

Compare Now
Add to Cart Successfully