HDFC Hybrid Debt Fund vs Axis Regular Saver Fund compare

HDFC Hybrid Debt Fund vs Axis Regular Saver Fund compare

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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)	₹3377 Cr	₹271 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	0.45%	0.82%
6 Month	1.53%	1.91%
1 Year	4.68%	5.66%
3 Year	10.02%	7.3%
5 Year	10.86%	7.45%

SIP Return Analysis

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	0.93%	1.18%
1 Year	5.58%	6.41%
3 Year	8.51%	7.38%
5 Year	9.21%	6.82%

Rolling Lumpsum Returns

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year	9.88%	7.37%
3 Year	10.47%	7.33%
5 Year	10.18%	7.97%

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	80.11	81.11
Large Cap	17.41	17.6
Small Cap	1.07	0.45
Mid Cap	1.41	0.84

Sector Allocation

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Others	79.39	80.64
Energy	2.24	1.95
Technology	1.84	2.1
Industrials	1.55	1.07
Financial Services	8.32	8.15
Real Estate	0.63	-
Healthcare	1.74	1.53
Consumer Cyclical	1.14	1.22
Communication Services	1.02	0.83
Consumer Defensive	0.59	0.84
Utilities	1.34	0.77
Basic Materials	0.19	0.91

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