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Axis Regular Saver Fund vs HDFC Hybrid Debt Fund compare

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tortoise-icon HDFC Hybrid Debt Fund - Growth Plan

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tortoise-icon 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) ₹3374 Cr ₹280 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 -1.08% -0.69%
6 Month 4.49% 4.89%
1 Year 2.83% 4.01%
3 Year 9.95% 6.82%
5 Year 10.76% 7.66%

SIP Return Analysis

Scheme Name HDFC Hybrid Debt Fund - Growth Plan Axis Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month -0.16% 0.26%
1 Year 3.45% 4.68%
3 Year 8.9% 7.35%
5 Year 9.57% 6.88%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Debt Fund - Growth Plan Axis Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 9.97% 7.41%
3 Year 10.49% 7.35%
5 Year 10.16% 8.03%

Risk Management

Scheme Name HDFC Hybrid Debt Fund - Growth Plan Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 3.91% 3.59%
Sharp 1.02% 0.23%
Beta 1.22% 1.13%
Alpha 0.82% -2.09%

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 80.28 81.18
Large Cap 17.31 17.09
Small Cap 1.07 0.81
Mid Cap 1.34 0.92

Sector Allocation

Scheme Name

HDFC Hybrid Debt Fund - Growth Plan

Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Others 79.6 80.62
Energy 2.15 2.09
Technology 1.78 2.07
Industrials 1.52 0.97
Financial Services 8.2 7.69
Real Estate 0.58 -
Healthcare 1.75 1.58
Consumer Cyclical 1.31 1.38
Communication Services 1.01 0.77
Consumer Defensive 0.73 0.71
Utilities 1.2 0.73
Basic Materials 0.17 1.38

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