UTI Conservative Hybrid Fund 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 UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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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 UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Fund Nippon India Hybrid Bond Fund-Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk High Moderately High
Asset Size (Cr) ₹831 Cr ₹1645 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 Hybrid Bond Fund-Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month 0.62% 0.72%
6 Month 3.4% 4.37%
1 Year 8.02% 12.1%
3 Year 7.57% 8.73%
5 Year 4.61% 9.97%

SIP Return Analysis

Scheme Name Nippon India Hybrid Bond Fund-Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 6.97% 10.02%
3 Year 8.3% 10.98%
5 Year 8.06% 10.84%

Rolling Lumpsum Returns

Scheme Name Nippon India Hybrid Bond Fund-Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 8.75% 9.74%
3 Year 9.13% 9.39%
5 Year 10.14% 9.27%

Risk Management

Scheme Name Nippon India Hybrid Bond Fund-Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 2.07% 4.21%
Sharp 0.71% 0.83%
Beta 0.38% 0.78%
Alpha 0.96% 2.48%

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Fund Managers

Scheme Name Nippon India Hybrid Bond Fund-Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Name Sushil Budhia Amit Kumar Premchandani
Total AUM ₹29447 Cr ₹13572 Cr
Fund Manage 11 3
Nippon India Hybrid Bond Fund-Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Nippon India Hybrid Bond Fund-Growth Plan

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 84.74 76.58
Large Cap 12.45 14.97
Small Cap 2.77 4.21
Mid Cap 0.04 4.19

Sector Allocation

Scheme Name

Nippon India Hybrid Bond Fund-Growth Plan

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 84.74 76.58
Petroleum Products 1.08 0.63
IT - Software 1.56 2.62
Construction 0.44 0.18
Ferrous Metals 0.28 0.55
Consumer Durables 0.35 0.9
Diversified FMCG 0.74 0.24
Non - Ferrous Metals 0.13 0.5
Banks 3.57 6.18
Pharmaceuticals & Biotechnology 0.57 1.78
Cement & Cement Products 0.3 0.62
Automobiles 1.08 1.1
Realty 1.21 0.32
Transport Infrastructure 1.69 0.22
Insurance 0.19 0.7
Agricultural Food & other Products 0.08 0.21
Oil 0.14 -
Food Products 0.2 -
Finance 0.38 0.35
Telecom - Services 0.51 0.88
Metals & Minerals Trading 0.06 -
Healthcare Services 0.09 0.53
Consumable Fuels 0.12 0.37
Fertilizers & Agrochemicals 0.04 0.28
Power 0.45 0.56
Gas - 0.2
Personal Products - 0.48
Transport Services - 0.37
Textiles & Apparels - 0.17
Electrical Equipment - 0.1
Entertainment - 0.29
Industrial Products - 0.19
Aerospace & Defense - 0.24
Capital Markets - 0.34
Minerals & Mining - 0.24
Retailing - 0.56
Auto Components - 0.31
Leisure Services - 0.16

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