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HDFC Hybrid Debt Fund - Growth Plan

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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	0.5%	0.73%
6 Month	1.27%	1.79%
1 Year	5.57%	6.54%
3 Year	9.88%	7.41%
5 Year	10.44%	7.13%

SIP Return Analysis

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	1.32%	1.36%
1 Year	5.84%	6.43%
3 Year	8.64%	7.49%
5 Year	9.34%	6.93%

Rolling Lumpsum Returns

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year	9.73%	7.34%
3 Year	10.45%	7.32%
5 Year	10.19%	7.85%

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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