SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs Nippon India Hybrid Bond Fund compare

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Nippon India Conservative Hybrid Fund - Regular - Growth

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Sundaram Conservative Hybrid Fund - Regular Plan - Growth

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Chart Comparison

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

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)	₹923 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

Scheme Name	Nippon India Conservative Hybrid Fund - Regular - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Month	0.39%	0.15%
6 Month	4.3%	1.13%
1 Year	9.25%	3.45%
3 Year	9.1%	6.86%
5 Year	8.52%	7.68%

Scheme Name	Nippon India Conservative Hybrid Fund - Regular - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
6 Month	2.46%	0.95%
1 Year	10.53%	4.22%
3 Year	9.22%	6.15%
5 Year	8.73%	6.74%

Scheme Name	Nippon India Conservative Hybrid Fund - Regular - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Year	8.53%	7.33%
3 Year	8.94%	7.79%
5 Year	9.92%	7.99%

Scheme Name	Nippon India Conservative Hybrid Fund - Regular - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation	2.07%	4.91%
Sharp	1.61%	0.31%
Beta	0.4%	0.81%
Alpha	1.65%	-1.91%

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

Scheme Name	Nippon India Conservative Hybrid Fund - Regular - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	87.29	78.29
Large Cap	11.45	19.37
Mid Cap	1.26	2.33

Scheme Name	Nippon India Conservative Hybrid Fund - Regular - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	82.38	78.29
Energy	1.27	3.22
Technology	1.27	2.99
Industrials	1.64	1.05
Basic Materials	0.93	1.24
Consumer Defensive	0.87	0.52
Financial Services	5.25	7.64
Healthcare	0.61	0.69
Consumer Cyclical	1.56	1.89
Real Estate	3.29	-
Communication Services	0.6	2.46
Utilities	0.33	-