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HDFC Hybrid Debt Fund - Growth Plan

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DSP Regular Savings 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	DSP Regular Savings Fund- Regular Plan - Growth
Fund	HDFC Hybrid Debt Fund - Growth Plan	DSP Regular Savings Fund- Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderately High
Asset Size (Cr)	₹3373 Cr	₹180 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	26 Dec 2003	11 Jun 2004
Category	Conservative	Conservative
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 15:85	CRISIL Hybrid 85+15 Conservative TRI
Turn Over	11.39%	181%
Expense Ratio	1.77	1.11
Manager	Dhruv Muchhal	Kedar Karnik
ISIN Code	INF179K01AE4	INF740K01441
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	Data not available./365

Trailing Lumpsum Returns

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	DSP Regular Savings Fund- Regular Plan - Growth
1 Month	-0.15%	-
6 Month	1.3%	1.85%
1 Year	4.41%	6.16%
3 Year	9.66%	9.81%
5 Year	9.81%	8.21%

SIP Return Analysis

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	DSP Regular Savings Fund- Regular Plan - Growth
6 Month	1.01%	1.26%
1 Year	5.45%	6.8%
3 Year	8.14%	9.17%
5 Year	8.97%	8.73%

Rolling Lumpsum Returns

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	DSP Regular Savings Fund- Regular Plan - Growth
1 Year	9.72%	9.02%
3 Year	10.45%	8.31%
5 Year	10.2%	8.8%

Risk Management

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	DSP Regular Savings Fund- Regular Plan - Growth
Standard Deviation	3.85%	3.48%
Sharp	0.76%	1.19%
Beta	1.26%	0.68%
Alpha	0.30%	1.34%

Fund Managers

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	DSP Regular Savings Fund- Regular Plan - Growth
Name	Dhruv Muchhal	Kedar Karnik
Total AUM	₹520687 Cr	₹32997 Cr
Funds Managed	40	11
	HDFC Hybrid Debt Fund - Growth Plan	DSP Regular Savings Fund- Regular Plan - Growth

Market Cap

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	DSP Regular Savings Fund- Regular Plan - Growth
Others	79.48	82.56
Large Cap	18.06	13.16
Small Cap	1.02	2.47
Mid Cap	1.44	1.82

Sector Allocation

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	DSP Regular Savings Fund- Regular Plan - Growth
Others	78.75	80.51
Energy	2.39	0.85
Technology	1.97	1.38
Industrials	1.61	0.54
Financial Services	8.63	9.25
Real Estate	0.63	-
Healthcare	1.84	2.4
Consumer Cyclical	1.17	1.68
Communication Services	0.99	0.39
Consumer Defensive	0.6	1.06
Utilities	1.25	1.12
Basic Materials	0.17	0.81

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