Nippon India Conservative Hybrid Fund - Regular - Growth
Parag Parikh Conservative Hybrid Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Fund | Nippon India Conservative Hybrid Fund - Regular - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Moderately High |
| Asset Size (Cr) | ₹923 Cr | ₹3168 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 29 Dec 2003 | 26 May 2021 |
| 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% | % |
| Expense Ratio | 1.9 | 0.65 |
| Manager | Sushil Budhia | Rajeev Thakkar |
| ISIN Code | INF204K01FD1 | INF879O01209 |
| 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 | Parag Parikh Conservative Hybrid Fund - Regular Plan - 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 | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| 1 Month | 0.39% | -0.29% |
| 6 Month | 4.3% | 1.91% |
| 1 Year | 9.25% | 6.89% |
| 3 Year | 9.1% | 11.04% |
| 5 Year | 8.52% | - |
SIP Return Analysis
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.46% | 1.29% |
| 1 Year | 10.53% | 6.99% |
| 3 Year | 9.22% | 10% |
| 5 Year | 8.73% | - |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| 1 Year | 8.53% | 9.94% |
| 3 Year | 8.94% | 11.23% |
| 5 Year | 9.92% | - |
Risk Management
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 2.07% | 3.09% |
| Sharp | 1.61% | 1.37% |
| Beta | 0.4% | 0.80% |
| Alpha | 1.65% | 2.50% |
Fund Managers
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Name | Sushil Budhia | Rajeev Thakkar |
| Total AUM | ₹29447 Cr | ₹0 Cr |
| Funds Managed | 11 | 5 |
| Nippon India Conservative Hybrid Fund - Regular - Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
Market Cap
| Scheme Name |
Nippon India Conservative Hybrid Fund - Regular - Growth |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Others | 87.29 | 87.17 |
| Large Cap | 11.45 | 10.03 |
| Mid Cap | 1.26 | 2.06 |
| Small Cap | - | 0.73 |
Sector Allocation
| Scheme Name |
Nippon India Conservative Hybrid Fund - Regular - Growth |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Others | 82.38 | 77.89 |
| Energy | 1.27 | 5 |
| Technology | 1.27 | 0.02 |
| Industrials | 1.64 | 0.05 |
| Basic Materials | 0.93 | 0.93 |
| Consumer Defensive | 0.87 | 2.01 |
| Financial Services | 5.25 | 2.04 |
| Healthcare | 0.61 | - |
| Consumer Cyclical | 1.56 | 0.73 |
| Real Estate | 3.29 | 9.28 |
| Communication Services | 0.6 | 0.08 |
| Utilities | 0.33 | 1.97 |
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