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) | ₹3374 Cr | ₹280 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 | -1.08% | -0.69% |
6 Month | 4.49% | 4.89% |
1 Year | 2.83% | 4.01% |
3 Year | 9.95% | 6.82% |
5 Year | 10.76% | 7.66% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -0.16% | 0.26% |
1 Year | 3.45% | 4.68% |
3 Year | 8.9% | 7.35% |
5 Year | 9.57% | 6.88% |
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 | 3.91% | 3.59% |
Sharp | 1.02% | 0.23% |
Beta | 1.22% | 1.13% |
Alpha | 0.82% | -2.09% |
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 | 80.28 | 81.18 |
Large Cap | 17.31 | 17.09 |
Small Cap | 1.07 | 0.81 |
Mid Cap | 1.34 | 0.92 |
Sector Allocation
Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 79.6 | 80.62 |
Energy | 2.15 | 2.09 |
Technology | 1.78 | 2.07 |
Industrials | 1.52 | 0.97 |
Financial Services | 8.2 | 7.69 |
Real Estate | 0.58 | - |
Healthcare | 1.75 | 1.58 |
Consumer Cyclical | 1.31 | 1.38 |
Communication Services | 1.01 | 0.77 |
Consumer Defensive | 0.73 | 0.71 |
Utilities | 1.2 | 0.73 |
Basic Materials | 0.17 | 1.38 |
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