Nippon India Hybrid Bond Fund vs SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan compare
Nippon India Hybrid Bond Fund-Growth Plan
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Nippon India Hybrid Bond Fund-Growth Plan | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
Fund | Nippon India Hybrid Bond Fund-Growth Plan | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | High Risk | Moderately High Risk |
Asset Size (Cr) | ₹829 Cr | ₹27 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹250 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 29 Dec 2003 | 25 Jan 2010 |
Category | Conservative | Conservative |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI |
Turn Over | 21% | 252% |
Expense Ratio | 1.9 | 2.19 |
Manager | Sushil Budhia | Dwijendra Srivastava |
ISIN Code | INF204K01FD1 | INF903J01HB0 |
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 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Hybrid Bond Fund-Growth Plan | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
1 Month | 0.47% | -0.21% |
6 Month | 2.24% | 0.28% |
1 Year | 7.2% | 5.22% |
3 Year | 7.46% | 6.47% |
5 Year | 6.14% | 7.67% |
SIP Return Analysis
Scheme Name | Nippon India Hybrid Bond Fund-Growth Plan | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 5.79% | 2.75% |
3 Year | 7.97% | 6.97% |
5 Year | 8.05% | 7.72% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Hybrid Bond Fund-Growth Plan | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
1 Year | 8.74% | 7.67% |
3 Year | 9.05% | 7.96% |
5 Year | 10.12% | 7.63% |
Risk Management
Scheme Name | Nippon India Hybrid Bond Fund-Growth Plan | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
Standard Deviation | 2.1% | 3.463% |
Sharp | 0.558% | 0.074% |
Beta | 0.551% | 1.001% |
Alpha | 0.374% | -1.111% |
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Fund Managers
Scheme Name | Nippon India Hybrid Bond Fund-Growth Plan | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
Name | Sushil Budhia | Dwijendra Srivastava |
Total AUM | ₹29447 Cr | ₹14140 Cr |
Fund Manage | 11 | 14 |
Nippon India Hybrid Bond Fund-Growth Plan | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
Market Cap
Scheme Name |
Nippon India Hybrid Bond Fund-Growth Plan |
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
Others | 84.74 | 78.63 |
Large Cap | 12.45 | 17.53 |
Small Cap | 2.77 | 0.98 |
Mid Cap | 0.04 | 2.83 |
Sector Allocation
Scheme Name |
Nippon India Hybrid Bond Fund-Growth Plan |
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
Others | 84.74 | 78.63 |
Petroleum Products | 1.08 | 2.13 |
IT - Software | 1.56 | 2.3 |
Construction | 0.44 | 0.79 |
Ferrous Metals | 0.28 | - |
Consumer Durables | 0.35 | - |
Diversified FMCG | 0.74 | 0.71 |
Non - Ferrous Metals | 0.13 | - |
Banks | 3.57 | 6.45 |
Pharmaceuticals & Biotechnology | 0.57 | 1.19 |
Cement & Cement Products | 0.3 | 0.94 |
Automobiles | 1.08 | 0.97 |
Realty | 1.21 | - |
Transport Infrastructure | 1.69 | - |
Insurance | 0.19 | 0.54 |
Agricultural Food & other Products | 0.08 | 0.46 |
Oil | 0.14 | - |
Food Products | 0.2 | - |
Finance | 0.38 | - |
Telecom - Services | 0.51 | 1.56 |
Metals & Minerals Trading | 0.06 | - |
Healthcare Services | 0.09 | - |
Consumable Fuels | 0.12 | - |
Fertilizers & Agrochemicals | 0.04 | 0.52 |
Power | 0.45 | 0.98 |
Beverages | - | 1.01 |
Auto Components | - | 0.37 |
Leisure Services | - | 0.42 |
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