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) | ₹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 | 0.97% | 1% |
| 6 Month | 1.57% | 1.83% |
| 1 Year | 4.94% | 5.77% |
| 3 Year | 10.25% | 7.31% |
| 5 Year | 11.21% | 7.67% |
SIP Return Analysis
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.26% | 0.15% |
| 1 Year | 4.12% | 4.2% |
| 3 Year | 8.1% | 6.72% |
| 5 Year | 9% | 6.43% |
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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