HDFC Hybrid Debt Fund vs Axis Regular Saver 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) | ₹3293 Cr | ₹267 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 | 2.12% | 2.01% |
6 Month | -0.06% | -0.01% |
1 Year | 8.14% | 8.37% |
3 Year | 10.21% | 6.34% |
5 Year | 13.38% | 9.99% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 0.95% | 1.55% |
1 Year | 4.32% | 5.45% |
3 Year | 10.34% | 7.58% |
5 Year | 10.6% | 7.2% |
Rolling Lumpsum Returns
Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 10.2% | 7.4% |
3 Year | 10.46% | 7.34% |
5 Year | 10.1% | 7.81% |
Risk Management
Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 4.05% | 4.135% |
Sharp | 0.73% | -0.202% |
Beta | 1.125% | 1.16% |
Alpha | 1.862% | -1.912% |
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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 | 80.2 | 78.03 |
Large Cap | 16.94 | 20.05 |
Small Cap | 1.48 | 1.13 |
Mid Cap | 1.38 | 0.79 |
Sector Allocation
Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 80.07 | 78.03 |
Energy | 1.83 | 1.82 |
Technology | 2.28 | 2.74 |
Industrials | 1.7 | 0.58 |
Financial Services | 7.8 | 10.09 |
Healthcare | 2.11 | 1.69 |
Consumer Cyclical | 1.43 | 2.12 |
Consumer Defensive | 0.69 | 0.72 |
Communication Services | 0.84 | 0.73 |
Utilities | 1.1 | - |
Basic Materials | 0.15 | 1.48 |
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