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SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs Nippon India Hybrid Bond Fund compare
Nippon India Conservative Hybrid Fund - Regular - Growth
Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Nippon India Conservative Hybrid Fund - Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Moderately High |
| Asset Size (Cr) | ₹894 Cr | ₹21 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 Conservative Hybrid Fund - Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.83% | 0.63% |
| 6 Month | 5.96% | 3.44% |
| 1 Year | 7.62% | 2.28% |
| 3 Year | 8.71% | 6.83% |
| 5 Year | 8.88% | 8.31% |
SIP Return Analysis
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.08% | -0.1% |
| 1 Year | 9.11% | 2.98% |
| 3 Year | 8.82% | 6.41% |
| 5 Year | 8.46% | 6.98% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.65% | 7.6% |
| 3 Year | 9.03% | 7.99% |
| 5 Year | 10.07% | 7.88% |
Risk Management
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.97% | 3.72% |
| Sharp | 0.93% | 0.03% |
| Beta | 0.54% | 1.16% |
| Alpha | 0.91% | -1.84% |
Fund Managers
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Name | Sushil Budhia | Dwijendra Srivastava |
| Total AUM | ₹29447 Cr | ₹14140 Cr |
| Funds Managed | 11 | 14 |
| Nippon India Conservative Hybrid Fund - Regular - Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Nippon India Conservative Hybrid Fund - Regular - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 87.78 | 79.74 |
| Large Cap | 11.16 | 17.99 |
| Mid Cap | 1.06 | 2.28 |
Sector Allocation
| Scheme Name |
Nippon India Conservative Hybrid Fund - Regular - Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 84.4 | 78.46 |
| Energy | 1.25 | 2.72 |
| Technology | 1.24 | 2.17 |
| Industrials | 1.58 | 0.43 |
| Basic Materials | 0.89 | 1.86 |
| Consumer Defensive | 0.87 | 0.93 |
| Financial Services | 5.09 | 7.59 |
| Healthcare | 0.61 | 0.63 |
| Consumer Cyclical | 1.24 | 1.82 |
| Real Estate | 1.92 | - |
| Communication Services | 0.55 | 2.11 |
| Utilities | 0.36 | 1.28 |
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