Axis Regular Saver Fund vs HDFC Hybrid Debt Fund compare

Axis Regular Saver Fund vs HDFC Hybrid Debt Fund compare

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HDFC Hybrid Debt Fund - Growth Plan

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Axis 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	HDFC Hybrid Debt Fund - Growth Plan	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Fund	HDFC Hybrid Debt Fund - Growth Plan	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderately High
Asset Size (Cr)	₹3373 Cr	₹236 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	26 Dec 2003	16 Jul 2010
Category	Conservative	Conservative
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 15:85	NIFTY 50 Hybrid Composite Debt 15:85
Turn Over	11.39%	64.15%
Expense Ratio	1.77	2.2
Manager	Dhruv Muchhal	Devang Shah
ISIN Code	INF179K01AE4	INF846K01693
Exits Load	HDFC Hybrid Debt Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Axis Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month	-0.2%	0.05%
6 Month	1.7%	2.1%
1 Year	4.96%	6.29%
3 Year	9.64%	7.33%
5 Year	9.82%	6.75%

SIP Return Analysis

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	0.72%	1.03%
1 Year	4.48%	5.45%
3 Year	7.97%	7.15%
5 Year	8.95%	6.76%

Rolling Lumpsum Returns

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year	9.7%	7.31%
3 Year	10.44%	7.32%
5 Year	10.19%	7.83%

Risk Management

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	3.85%	3.83%
Sharp	0.76%	0.42%
Beta	1.26%	0.53%
Alpha	0.30%	-1.09%

Fund Managers

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Name	Dhruv Muchhal	Devang Shah
Total AUM	₹520687 Cr	₹60014 Cr
Funds Managed	40	15
	HDFC Hybrid Debt Fund - Growth Plan	Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Others	79.48	78.85
Large Cap	18.06	20.14
Small Cap	1.02	-
Mid Cap	1.44	1.01

Sector Allocation

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Others	78.75	78.54
Energy	2.39	2.53
Technology	1.97	2.79
Industrials	1.61	1.3
Financial Services	8.63	8.04
Real Estate	0.63	-
Healthcare	1.84	2.07
Consumer Cyclical	1.17	1.35
Communication Services	0.99	0.92
Consumer Defensive	0.6	1.19
Utilities	1.25	0.85
Basic Materials	0.17	0.42

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