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HDFC Hybrid Debt Fund vs Axis Regular Saver Fund compare

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tortoise-icon HDFC Hybrid Debt Fund - Growth Plan

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tortoise-icon Axis Conservative Hybrid Fund - Regular Plan - Growth Option

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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) ₹3379 Cr ₹273 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 0.32% 0.57%
6 Month 1.44% 1.86%
1 Year 6.15% 7.07%
3 Year 10.09% 7.4%
5 Year 10.56% 7.15%

SIP Return Analysis

Scheme Name HDFC Hybrid Debt Fund - Growth Plan Axis Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month 1.18% 1.35%
1 Year 5.86% 6.56%
3 Year 8.57% 7.44%
5 Year 9.23% 6.86%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Debt Fund - Growth Plan Axis Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 9.8% 7.35%
3 Year 10.46% 7.32%
5 Year 10.19% 7.87%

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 79.74 80.88
Large Cap 17.73 17.82
Small Cap 1.09 0.45
Mid Cap 1.44 0.84

Sector Allocation

Scheme Name

HDFC Hybrid Debt Fund - Growth Plan

Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Others 79.01 80.42
Energy 2.37 2.09
Technology 1.88 2.12
Industrials 1.62 1.12
Financial Services 8.41 8.14
Real Estate 0.63 -
Healthcare 1.74 1.5
Consumer Cyclical 1.14 1.25
Communication Services 1.07 0.86
Consumer Defensive 0.62 0.85
Utilities 1.33 0.76
Basic Materials 0.19 0.9

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