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) ₹831 Cr ₹28 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 2.16
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 0.28% -0.49%
6 Month 2.49% 1.16%
1 Year 7.61% 6.91%
3 Year 7.38% 6.36%
5 Year 5.43% 8.05%

SIP Return Analysis

Scheme Name Nippon India Hybrid Bond Fund-Growth Plan SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month - -
1 Year 6.36% 4.46%
3 Year 8.11% 7.45%
5 Year 8.05% 8.06%

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 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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