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) | ₹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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