Axis Regular Saver Fund vs HDFC Hybrid Debt Fund compare
HDFC Hybrid Debt Fund - Growth Plan
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹3342 Cr | ₹276 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 | 0.52% | 0.69% |
6 Month | 4.66% | 4.89% |
1 Year | 3.56% | 3.99% |
3 Year | 10.2% | 7.14% |
5 Year | 11.23% | 7.82% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 0.33% | 0.69% |
1 Year | 4.47% | 5.57% |
3 Year | 8.78% | 7.33% |
5 Year | 9.39% | 6.8% |
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 | 4.06% | 3.67% |
Sharp | 0.73% | -0.02% |
Beta | 1.24% | 1.13% |
Alpha | 0.81% | -1.97% |
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 | 80.71 | 81.46 |
Large Cap | 16.93 | 16.98 |
Small Cap | 1.05 | 0.72 |
Mid Cap | 1.31 | 0.84 |
Sector Allocation
Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 80.03 | 80.9 |
Energy | 2.1 | 1.87 |
Technology | 1.79 | 2.08 |
Industrials | 1.51 | 0.98 |
Financial Services | 7.98 | 7.68 |
Real Estate | 0.58 | - |
Healthcare | 1.73 | 1.49 |
Consumer Cyclical | 1.19 | 1.43 |
Communication Services | 0.99 | 0.78 |
Consumer Defensive | 0.74 | 0.84 |
Utilities | 1.16 | 0.73 |
Basic Materials | 0.18 | 1.22 |
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