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) | ₹900 Cr | ₹1686 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 | 1.06% | 0.79% |
6 Month | 5.44% | 3.88% |
1 Year | 8.21% | 4.43% |
3 Year | 9.26% | 10.25% |
5 Year | 8.92% | 10.57% |
SIP Return Analysis
Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.17% | 1% |
1 Year | 9.9% | 6.85% |
3 Year | 9.03% | 9.46% |
5 Year | 8.6% | 9.28% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.62% | 9.76% |
3 Year | 9% | 9.39% |
5 Year | 10.06% | 9.45% |
Risk Management
Scheme Name | Nippon India Conservative Hybrid Fund - Regular - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.90% | 3.77% |
Sharp | 1.14% | 0.76% |
Beta | 0.54% | 1.21% |
Alpha | 0.94% | 0.06% |
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 | 87.73 | 76.84 |
Large Cap | 11.25 | 15.77 |
Mid Cap | 1.02 | 3.72 |
Small Cap | - | 3.67 |
Sector Allocation
Scheme Name |
Nippon India Conservative Hybrid Fund - Regular - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 83.04 | 76.32 |
Energy | 1.19 | 1.29 |
Technology | 1.26 | 2.51 |
Industrials | 1.59 | 1.44 |
Basic Materials | 0.92 | 1.96 |
Consumer Defensive | 0.9 | 0.57 |
Financial Services | 4.91 | 7.77 |
Healthcare | 0.6 | 1.99 |
Consumer Cyclical | 1.52 | 3.44 |
Real Estate | 3.17 | 0.33 |
Communication Services | 0.56 | 1.76 |
Utilities | 0.35 | 0.61 |
Top Comparisons
Franklin India Small Cap Fund-Growth
3Y Returns21.55%
Baroda BNP Paribas Small Cap Fund - Regular (G)
3Y Returns0%
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns7.03%
DSP Ultra Short Fund - Regular Plan - Growth
3Y Returns6.83%
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
3Y Returns18.83%
Axis ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns14.17%
SBI Magnum Medium Duration Fund - Regular Plan - Growth
3Y Returns7.93%
HSBC Medium Duration Fund - Regular Growth
3Y Returns8.05%