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) ₹894 Cr ₹1686 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 0.83% 0.81%
6 Month 5.96% 5.77%
1 Year 7.62% 4.35%
3 Year 8.71% 9.39%
5 Year 8.88% 10.82%

SIP Return Analysis

Scheme Name Nippon India Conservative Hybrid Fund - Regular - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month 2.08% 1.16%
1 Year 9.11% 6.48%
3 Year 8.82% 9.61%
5 Year 8.46% 9.38%

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 1.97% 3.86%
Sharp 0.93% 0.63%
Beta 0.54% 1.18%
Alpha 0.91% 0.42%

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 87.78 76.67
Large Cap 11.16 15.89
Mid Cap 1.06 3.8
Small Cap - 3.64

Sector Allocation

Scheme Name

Nippon India Conservative Hybrid Fund - Regular - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 84.4 76.27
Energy 1.25 1.32
Technology 1.24 2.42
Industrials 1.58 1.46
Basic Materials 0.89 1.99
Consumer Defensive 0.87 0.58
Financial Services 5.09 8.02
Healthcare 0.61 2.01
Consumer Cyclical 1.24 3.31
Real Estate 1.92 0.32
Communication Services 0.55 1.67
Utilities 0.36 0.62

Top Comparisons

Aditya Birla Sun Life Government Securities Fund  - Growth - Regular Plan Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan

3Y Returns6.37%

VS

Aditya Birla Sun Life Government Securities Fund  - Growth - Regular Plan Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan

3Y Returns6.37%

Compare Now

Edelweiss Overnight Fund - Regular Plan - Growth Edelweiss Overnight Fund - Regular Plan - Growth

3Y Returns6.35%

VS

UTI - Overnight  Fund - Regular Plan - Growth Option UTI - Overnight Fund - Regular Plan - Growth Option

3Y Returns6.41%

Compare Now

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

3Y Returns21.46%

VS

Tata Mid Cap Fund Regular Plan- Growth Option Tata Mid Cap Fund Regular Plan- Growth Option

3Y Returns19.36%

Compare Now

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

3Y Returns12.09%

VS

HDFC Balanced Advantage Fund Regular Growth HDFC Balanced Advantage Fund Regular Growth

3Y Returns18.15%

Compare Now
Add to Cart Successfully