UTI Conservative Hybrid Fund vs Nippon India Hybrid Bond 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) | ₹923 Cr | ₹1701 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 | 0.54% | 0.03% |
| 6 Month | 4.5% | 1.96% |
| 1 Year | 8.99% | 4.67% |
| 3 Year | 9.07% | 9.38% |
| 5 Year | 8.56% | 9.28% |
SIP Return Analysis
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.46% | 0.91% |
| 1 Year | 10.53% | 6.23% |
| 3 Year | 9.22% | 8.76% |
| 5 Year | 8.73% | 8.87% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.52% | 9.67% |
| 3 Year | 8.93% | 9.43% |
| 5 Year | 9.92% | 9.47% |
Risk Management
| Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.07% | 4.21% |
| Sharp | 1.61% | 0.95% |
| Beta | 0.4% | 0.55% |
| Alpha | 1.65% | 0.88% |
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 | 87.55 | 75.89 |
| Large Cap | 11.26 | 16.48 |
| Mid Cap | 1.19 | 3.97 |
| Small Cap | - | 3.66 |
Sector Allocation
| Scheme Name |
Nippon India Conservative Hybrid Fund - Regular - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 82.7 | 75.38 |
| Energy | 1.24 | 1.38 |
| Technology | 1.23 | 2.53 |
| Industrials | 1.61 | 1.61 |
| Basic Materials | 0.94 | 1.04 |
| Consumer Defensive | 0.86 | 0.8 |
| Financial Services | 5.1 | 8.71 |
| Healthcare | 0.6 | 2.02 |
| Consumer Cyclical | 1.52 | 3.42 |
| Real Estate | 3.28 | 0.62 |
| Communication Services | 0.6 | 1.87 |
| Utilities | 0.33 | 0.63 |
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