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)	₹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	0.73%	0.85%
6 Month	1.35%	1.92%
1 Year	4.74%	5.75%
3 Year	9.73%	7.3%
5 Year	10.22%	7.01%

SIP Return Analysis

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	1.61%	1.77%
1 Year	6.4%	7.12%
3 Year	8.54%	7.57%
5 Year	9.24%	6.96%

Rolling Lumpsum Returns

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year	9.72%	7.33%
3 Year	10.45%	7.32%
5 Year	10.2%	7.84%

Risk Management

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	3.85%	3.83%
Sharp	0.76%	0.42%
Beta	1.26%	0.53%
Alpha	0.30%	-1.09%

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	79.71	79.27
Large Cap	17.78	20.03
Small Cap	1.07	0
Mid Cap	1.44	0.7

Sector Allocation

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Others	79	78.97
Energy	2.39	2.44
Technology	1.92	2.45
Industrials	1.59	1.26
Financial Services	8.5	8.62
Real Estate	0.62	-
Healthcare	1.8	1.72
Consumer Cyclical	1.14	1.31
Communication Services	0.99	1
Consumer Defensive	0.6	0.95
Utilities	1.27	0.84
Basic Materials	0.18	0.44

Top Comparisons

ICICI Prudential Large Cap Fund - Growth

3Y Returns17.47%

VS

Kotak Large Cap Fund - Growth

3Y Returns14.82%

Compare Now

Kotak US Specific Equity Passive FOF - Regular Plan - Growth

3Y Returns33.14%

VS

ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH

3Y Returns0%

Compare Now

ITI Small Cap Fund Regular - Growth

3Y Returns23.88%

VS

Bandhan Small Cap Fund Regular Growth

3Y Returns28.53%

Compare Now

HSBC Low Duration Fund - Regular Growth

3Y Returns7.73%

VS

Axis Treasury Advantage Fund - Retail Plan - Growth Option

3Y Returns7.43%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully