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UTI Conservative Hybrid Fund vs Nippon India Hybrid Bond Fund compare

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tortoise-icon Nippon India Conservative Hybrid Fund - Regular - Growth

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tortoise-icon UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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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 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) ₹899 Cr ₹1707 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 0.15% -0.79%
6 Month 5.31% 4.89%
1 Year 8.09% 6.08%
3 Year 8.7% 9.69%
5 Year 8.89% 10.9%

SIP Return Analysis

Scheme Name Nippon India Conservative Hybrid Fund - Regular - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month 2.24% 1.26%
1 Year 8.73% 5.51%
3 Year 8.77% 9.64%
5 Year 8.45% 9.46%

Rolling Lumpsum Returns

Scheme Name Nippon India Conservative Hybrid Fund - Regular - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 8.65% 9.82%
3 Year 9.03% 9.37%
5 Year 10.07% 9.43%

Risk Management

Scheme Name Nippon India Conservative Hybrid Fund - Regular - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 1.96% 3.74%
Sharp 1.06% 0.89%
Beta 0.55% 1.17%
Alpha 0.65% 0.30%

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 87.81 76.67
Large Cap 11.15 15.89
Mid Cap 1.05 3.8
Small Cap - 3.64

Sector Allocation

Scheme Name

Nippon India Conservative Hybrid Fund - Regular - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 85.63 76.27
Energy 1.26 1.32
Technology 1.25 2.42
Industrials 0.41 1.46
Basic Materials 0.88 1.99
Consumer Defensive 0.88 0.58
Financial Services 5.09 8.02
Healthcare 0.62 2.01
Consumer Cyclical 1.2 3.31
Real Estate 1.88 0.32
Communication Services 0.56 1.67
Utilities 0.35 0.62

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