SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs Nippon India Hybrid Bond Fund compare

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tortoise-icon Nippon India Hybrid Bond Fund-Growth Plan

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tortoise-icon SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Moderately High
Asset Size (Cr) ₹822 Cr ₹27 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹250
Min Addl Investment ₹1000 ₹500
Launch Date 29 Dec 2003 01 Mar 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 2.14
Manager Sushil Budhia Dwijendra Srivastava
ISIN Code INF204K01FD1 INF903J01HB0
Exits Load For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months./365 Nil/365

Trailing Lumpsum Returns

Scheme Name Nippon India Hybrid Bond Fund-Growth Plan SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Month -0.32% -0.98%
6 Month 3.83% 4.24%
1 Year 8.93% 10.15%
3 Year 7.37% 6.23%
5 Year 4.45% 8.24%

SIP Return Analysis

Scheme Name Nippon India Hybrid Bond Fund-Growth Plan SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month - -
1 Year 8.18% 8.99%
3 Year 8.58% 8.62%
5 Year 8.06% 8.84%

Rolling Lumpsum Returns

Scheme Name Nippon India Hybrid Bond Fund-Growth Plan SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Year 8.75% 7.64%
3 Year 9.13% 8.12%
5 Year 10.14% 7.37%

Risk Management

Scheme Name Nippon India Hybrid Bond Fund-Growth Plan SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Standard Deviation 2.07% 4.91%
Sharp 0.71% 0.48%
Beta 0.38% 0.7%
Alpha 0.96% 1.37%

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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 88.09 79.6
Large Cap 11.78 20.4
Mid Cap 0.13 -

Sector Allocation

Scheme Name

Nippon India Hybrid Bond Fund-Growth Plan

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Others 9.17 25.17
Sovereign 6.8 53.42
Energy 5.43 2.26
Technology 1.43 1.62
Construction 14.89 2.12
Metals & Mining 3.52 -
Financial 38.91 8.56
Materials 3.37 0.75
Consumer Staples 8.94 1.75
Healthcare 0.56 1.98
Automobile 1.1 -
Insurance 0.15 -
Consumer Discretionary 0.18 -
Communication 3.45 1.43
Services 0.21 0.94
Capital Goods 1.85 -
Chemicals 0.04 -

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