Nippon India Hybrid Bond Fund vs UTI Conservative Hybrid Fund compare
Nippon India Conservative Hybrid Fund - Regular - Growth
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹900 Cr | ₹1690 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 | 1.09% | 1.14% |
| 6 Month | 4.86% | 2.58% |
| 1 Year | 8.98% | 5.81% |
| 3 Year | 9.12% | 9.82% |
| 5 Year | 8.94% | 10.45% |
SIP Return Analysis
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.3% | 0.16% |
| 1 Year | 7.88% | 4.44% |
| 3 Year | 8.35% | 8.5% |
| 5 Year | 8.22% | 8.73% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.62% | 9.76% |
| 3 Year | 9% | 9.39% |
| 5 Year | 10.06% | 9.45% |
Risk Management
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.90% | 3.77% |
| Sharp | 1.14% | 0.76% |
| Beta | 0.54% | 1.21% |
| Alpha | 0.94% | 0.06% |
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 | 87.95 | 76.75 |
| Large Cap | 11.03 | 16.07 |
| Mid Cap | 1.03 | 3.64 |
| Small Cap | - | 3.54 |
Sector Allocation
| Scheme Name |
Nippon India Conservative Hybrid Fund - Regular - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 83.05 | 76.24 |
| Energy | 1.16 | 1.34 |
| Technology | 1.19 | 2.41 |
| Industrials | 1.61 | 1.48 |
| Basic Materials | 0.91 | 1.78 |
| Consumer Defensive | 0.88 | 0.56 |
| Financial Services | 4.86 | 8.01 |
| Healthcare | 0.58 | 1.96 |
| Consumer Cyclical | 1.51 | 3.47 |
| Real Estate | 3.36 | 0.41 |
| Communication Services | 0.55 | 1.73 |
| Utilities | 0.35 | 0.62 |
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