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HDFC Hybrid Debt Fund - Growth Plan

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BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth

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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	BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
Fund	HDFC Hybrid Debt Fund - Growth Plan	BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderately High
Asset Size (Cr)	₹3354 Cr	₹102 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	26 Dec 2003	25 Feb 2010
Category	Conservative	Conservative
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 15:85	CRISIL Hybrid 85+15 Conservative Index
Turn Over	11.39%	78%
Expense Ratio	1.77	2.01
Manager	Dhruv Muchhal	Harshal Joshi
ISIN Code	INF179K01AE4	INF194K01RW9
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	Bandhan Conservative Hybrid Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
1 Month	-0.72%	-0.75%
6 Month	0.11%	1.03%
1 Year	4.94%	5.72%
3 Year	9.33%	7.61%
5 Year	9.31%	5.58%

SIP Return Analysis

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
6 Month	0.5%	0.9%
1 Year	3.51%	4.76%
3 Year	7.32%	6.74%
5 Year	8.53%	6.42%

Rolling Lumpsum Returns

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
1 Year	9.67%	7.21%
3 Year	10.43%	7.3%
5 Year	10.18%	7.38%

Risk Management

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
Standard Deviation	3.8%	3.36%
Sharp	1.01%	0.56%
Beta	0.53%	0.85%
Alpha	1.1%	-1.11%

Fund Managers

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
Name	Dhruv Muchhal	Harshal Joshi
Total AUM	₹520687 Cr	₹42965 Cr
Funds Managed	40	20
	HDFC Hybrid Debt Fund - Growth Plan	BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth

Market Cap

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
Others	79.65	88.61
Large Cap	17.84	9.85
Small Cap	1.03	-
Mid Cap	1.48	1.54

Sector Allocation

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
Others	78.91	88.61
Energy	2.47	-
Technology	1.98	2.22
Industrials	1.62	-
Financial Services	8.6	2.13
Real Estate	0.65	-
Healthcare	1.8	-
Consumer Cyclical	0.94	7.04
Communication Services	1	-
Consumer Defensive	0.6	0
Utilities	1.27	-
Basic Materials	0.17	-

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