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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)	₹3373 Cr	₹236 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	0.08%	0.17%
6 Month	1.67%	2.09%
1 Year	4.23%	5.27%
3 Year	9.61%	7.28%
5 Year	9.83%	6.81%

SIP Return Analysis

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	1.01%	1.32%
1 Year	5.45%	6.33%
3 Year	8.14%	7.25%
5 Year	8.97%	6.76%

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

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