Link copied to clipboard!

HDFC Hybrid Debt Fund - Growth Plan

Invest Now

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)	₹3373 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	0.13%	0.03%
6 Month	1.17%	1.44%
1 Year	5.74%	6.54%
3 Year	9.77%	7.56%
5 Year	9.43%	6.5%

SIP Return Analysis

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	0.88%	0.98%
1 Year	4.3%	4.76%
3 Year	7.56%	6.73%
5 Year	8.66%	6.49%

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	3.8%	3.83%
Sharp	1.01%	0.47%
Beta	0.53%	0.53%
Alpha	1.1%	-1.11%

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	79.52	78.85
Large Cap	18.01	20.14
Small Cap	1.03	-
Mid Cap	1.45	1.01

Sector Allocation

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Others	78.76	78.54
Energy	2.4	2.53
Technology	1.99	2.79
Industrials	1.62	1.3
Financial Services	8.6	8.04
Real Estate	0.65	-
Healthcare	1.82	2.07
Consumer Cyclical	1.14	1.35
Communication Services	0.98	0.92
Consumer Defensive	0.6	1.19
Utilities	1.24	0.85
Basic Materials	0.17	0.42

Top Comparisons

ICICI Prudential Equity Arbitrage Fund - Growth

3Y Returns7.04%

VS

Kotak Arbitrage Fund - Growth

3Y Returns7.18%

Compare Now

SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth

3Y Returns13%

VS

Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

3Y Returns16.93%

Compare Now

Canara Robeco Infrastructure Fund - Regular Plan - Growth Option

3Y Returns23.13%

VS

HSBC Infrastructure Fund - Regular Growth

3Y Returns21.39%

Compare Now

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

3Y Returns22.48%

VS

UTI Nifty 50 Index Fund - Regular Plan - Growth Option

3Y Returns13.94%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully