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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) ₹3377 Cr ₹271 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 0.51% 0.87%
6 Month 1.59% 2.04%
1 Year 4.51% 5.48%
3 Year 10.12% 7.32%
5 Year 10.87% 7.46%

SIP Return Analysis

Scheme Name HDFC Hybrid Debt Fund - Growth Plan Axis Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month 1.14% 1.19%
1 Year 5.84% 6.28%
3 Year 8.65% 7.41%
5 Year 9.33% 6.84%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Debt Fund - Growth Plan Axis Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 9.88% 7.37%
3 Year 10.47% 7.33%
5 Year 10.18% 7.97%

Risk Management

Scheme Name HDFC Hybrid Debt Fund - Growth Plan Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 3.91% 3.61%
Sharp 0.86% 0.17%
Beta 1.25% 1.16%
Alpha 0.30% -2.21%

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 80.54 81.58
Large Cap 17.01 17.15
Small Cap 1.06 0.46
Mid Cap 1.39 0.81

Sector Allocation

Scheme Name

HDFC Hybrid Debt Fund - Growth Plan

Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Others 79.81 81.14
Energy 2.24 1.95
Technology 1.72 2.03
Industrials 1.52 1.02
Financial Services 8.14 7.9
Real Estate 0.63 -
Healthcare 1.7 1.44
Consumer Cyclical 1.13 1.19
Communication Services 0.99 0.79
Consumer Defensive 0.6 0.84
Utilities 1.34 0.77
Basic Materials 0.18 0.92

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