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) | ₹3373 Cr | ₹236 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 | -0.07% | -0.06% |
| 6 Month | 1.29% | 1.59% |
| 1 Year | 5.71% | 6.77% |
| 3 Year | 9.94% | 7.76% |
| 5 Year | 9.63% | 6.6% |
SIP Return Analysis
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.51% | 1.58% |
| 1 Year | 5.68% | 6.09% |
| 3 Year | 8.08% | 7.22% |
| 5 Year | 8.98% | 6.76% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.69% | 7.3% |
| 3 Year | 10.44% | 7.33% |
| 5 Year | 10.19% | 7.82% |
Risk Management
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.8% | 3.83% |
| Sharp | 0.99% | 0.42% |
| Beta | 0.53% | 0.53% |
| Alpha | 1.21% | -1.09% |
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 | 79.46 | 77.84 |
| Large Cap | 18.37 | 21.51 |
| Small Cap | 1.03 | - |
| Mid Cap | 1.14 | 0.7 |
Sector Allocation
| Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 78.73 | 77.84 |
| Petroleum Products | 1.7 | 2.53 |
| IT - Software | 1.97 | 2.78 |
| Transport Services | 0.37 | - |
| Construction | 0.94 | 1.3 |
| Finance | 0.4 | 1.44 |
| Banks | 7.7 | 6.69 |
| Realty | 0.63 | - |
| Agricultural, Commercial & Construction Vehicles | 0.23 | - |
| Pharmaceuticals & Biotechnology | 1.84 | 1.76 |
| Automobiles | 0.86 | 0.73 |
| Telecom - Services | 0.99 | 0.92 |
| Insurance | 0.44 | 0.66 |
| Diversified FMCG | 0.6 | 0.73 |
| Oil | 0.36 | - |
| Industrial Products | 0.17 | - |
| Consumable Fuels | 0.33 | - |
| Auto Components | 0.32 | 0.21 |
| Power | 1.25 | 0.85 |
| Paper, Forest & Jute Products | 0.17 | - |
| Food Products | - | 0.47 |
| Consumer Durables | - | 0.41 |
| Healthcare Services | - | 0.31 |
| Fertilizers & Agrochemicals | - | 0.42 |
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