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) | ₹3354 Cr | ₹235 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 | -0.11% | -0.17% |
| 6 Month | 0.73% | 1.04% |
| 1 Year | 5.46% | 6.38% |
| 3 Year | 9.62% | 7.48% |
| 5 Year | 9.35% | 6.55% |
SIP Return Analysis
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.5% | 0.66% |
| 1 Year | 3.51% | 4.09% |
| 3 Year | 7.32% | 6.55% |
| 5 Year | 8.53% | 6.4% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.68% | 7.3% |
| 3 Year | 10.43% | 7.33% |
| 5 Year | 10.19% | 7.81% |
Risk Management
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.82% | 3.54% |
| Sharp | 0.82% | 0.25% |
| Beta | 1.25% | 1.18% |
| Alpha | 0.33% | -1.72% |
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 | 79.65 | 78.93 |
| Large Cap | 17.84 | 20.08 |
| Small Cap | 1.03 | - |
| Mid Cap | 1.48 | 0.98 |
Sector Allocation
| Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 78.91 | 78.63 |
| Energy | 2.47 | 2.58 |
| Technology | 1.98 | 2.84 |
| Industrials | 1.62 | 1.31 |
| Financial Services | 8.6 | 7.87 |
| Real Estate | 0.65 | - |
| Healthcare | 1.8 | 2.03 |
| Consumer Cyclical | 0.94 | 1.34 |
| Communication Services | 1 | 0.93 |
| Consumer Defensive | 0.6 | 1.2 |
| Utilities | 1.27 | 0.86 |
| Basic Materials | 0.17 | 0.41 |
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