Link copied to clipboard!

HDFC Hybrid Debt Fund - Growth Plan

Invest Now

BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth

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	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	-0.29%	-0.52%
6 Month	1%	1.99%
1 Year	5.33%	5.77%
3 Year	9.78%	7.92%
5 Year	9.62%	5.92%

SIP Return Analysis

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
6 Month	1.08%	1.42%
1 Year	4.32%	5.62%
3 Year	7.43%	6.97%
5 Year	8.62%	6.58%

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	3.82%	3.66%
Sharp	0.82%	0.34%
Beta	1.25%	1.19%
Alpha	0.33%	-1.35%

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	-

Top Comparisons

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

3Y Returns20.33%

VS

Nippon India Power & Infra Fund-Growth Plan -Growth Option

3Y Returns25.54%

Compare Now

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns17.95%

VS

Sundaram Large and Midcap Fund Regular Plan - Growth

3Y Returns16.8%

Compare Now

Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option

3Y Returns17.95%

VS

Quant Multi Cap Fund-Growth

3Y Returns10.76%

Compare Now

Nippon India Large Cap Fund- Growth Plan Bonus Option

3Y Returns%

VS

HSBC Large Cap Fund - Regular Growth

3Y Returns16.33%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully