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HDFC Hybrid Debt Fund - Growth Plan
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Chart Comparison
Overview
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Fund | HDFC Hybrid Debt Fund - Growth Plan | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹3354 Cr | ₹1541 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 26 Dec 2003 | 22 May 2004 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 | CRISIL Hybrid 85+15 Conservative TRI |
| Turn Over | 11.39% | 149% |
| Expense Ratio | 1.77 | 1.91 |
| Manager | Dhruv Muchhal | Dhaval Joshi |
| ISIN Code | INF179K01AE4 | INF209K01751 |
| 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 | Aditya Birla Sun Life Regular Savings Fund- Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| 1 Month | -0.6% | -0.29% |
| 6 Month | 0.34% | 1.44% |
| 1 Year | 4.84% | 7.48% |
| 3 Year | 9.39% | 8.85% |
| 5 Year | 9.26% | 8.52% |
SIP Return Analysis
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| 6 Month | 0.5% | 0.73% |
| 1 Year | 3.51% | 6.11% |
| 3 Year | 7.32% | 8.44% |
| 5 Year | 8.53% | 8.37% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| 1 Year | 9.67% | 10.93% |
| 3 Year | 10.43% | 9.5% |
| 5 Year | 10.18% | 9.87% |
Risk Management
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Standard Deviation | 3.8% | 3.44% |
| Sharp | 1.01% | 1.01% |
| Beta | 0.53% | 0.64% |
| Alpha | 1.1% | 0.68% |
Fund Managers
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Name | Dhruv Muchhal | Dhaval Joshi |
| Total AUM | ₹520687 Cr | ₹361932 Cr |
| Funds Managed | 40 | 55 |
| HDFC Hybrid Debt Fund - Growth Plan | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
Market Cap
| Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Others | 79.65 | 80.18 |
| Large Cap | 17.84 | 14.65 |
| Small Cap | 1.03 | 2.36 |
| Mid Cap | 1.48 | 2.81 |
Sector Allocation
| Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Others | 78.91 | 77.92 |
| Energy | 2.47 | 0.76 |
| Technology | 1.98 | 2.5 |
| Industrials | 1.62 | 1.49 |
| Financial Services | 8.6 | 7.44 |
| Real Estate | 0.65 | 0.86 |
| Healthcare | 1.8 | 2.57 |
| Consumer Cyclical | 0.94 | 2.22 |
| Communication Services | 1 | 1.23 |
| Consumer Defensive | 0.6 | 0.95 |
| Utilities | 1.27 | 0.19 |
| Basic Materials | 0.17 | 1.87 |
Top Comparisons
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