Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Axis Regular Saver Fund vs HDFC Hybrid Debt Fund compare

Link copied to clipboard!

tortoise-icon HDFC Hybrid Debt Fund - Growth Plan

Invest Now

tortoise-icon Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Invest Now

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) ₹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

Top Comparisons

Kotak ELSS Tax Saver Fund-Scheme-Growth Kotak ELSS Tax Saver Fund-Scheme-Growth

3Y Returns15.2%

VS

SBI ELSS Tax Saver Fund - Regular Plan- Growth SBI ELSS Tax Saver Fund - Regular Plan- Growth

3Y Returns23.14%

Compare Now

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

3Y Returns19.16%

VS

HSBC NIFTY 50 INDEX FUND - Regular Growth HSBC NIFTY 50 INDEX FUND - Regular Growth

3Y Returns13.59%

Compare Now

Mirae Asset Ultra Short Duration Fund Regular Growth Mirae Asset Ultra Short Duration Fund Regular Growth

3Y Returns7.24%

VS

Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns7.15%

Compare Now

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.93%

VS

HSBC Ultra Short Duration Fund - Regular Growth HSBC Ultra Short Duration Fund - Regular Growth

3Y Returns7.06%

Compare Now
Add to Cart Successfully