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) | ₹888 Cr | ₹1684 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 | 1% | 0.47% |
6 Month | 5.6% | 4.75% |
1 Year | 8.72% | 8.59% |
3 Year | 9.43% | 11.49% |
5 Year | 9.18% | 11.75% |
SIP Return Analysis
Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.45% | 3.57% |
1 Year | 10.16% | 8.79% |
3 Year | 9.38% | 11.14% |
5 Year | 8.81% | 10.4% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.66% | 9.86% |
3 Year | 9% | 9.33% |
5 Year | 10.09% | 9.38% |
Risk Management
Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 2.08% | 4.12% |
Sharp | 1.04% | 0.96% |
Beta | 0.58% | 1.22% |
Alpha | 0.31% | 0.01% |
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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 | 88.11 | 78.71 |
Large Cap | 11.65 | 14.48 |
Mid Cap | 0.24 | 3.88 |
Small Cap | - | 2.92 |
Sector Allocation
Scheme Name |
Nippon India Conservative Hybrid Fund - Regular - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 86.84 | 78.71 |
Basic Materials | 0.86 | 2.1 |
Energy | 1.2 | 1.23 |
Technology | 1.69 | 2.49 |
Industrials | 0.53 | 1.1 |
Consumer Defensive | 0.91 | 0.75 |
Financial Services | 4.09 | 7.2 |
Healthcare | 0.62 | 1.67 |
Consumer Cyclical | 1.25 | 2.55 |
Real Estate | 1.13 | 0.32 |
Communication Services | 0.55 | 1.33 |
Utilities | 0.34 | 0.56 |
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