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HDFC Hybrid Debt Fund - Growth Plan

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HSBC Conservative Hybrid Fund - Regular 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	HSBC Conservative Hybrid Fund - Regular Growth
Fund	HDFC Hybrid Debt Fund - Growth Plan	HSBC Conservative Hybrid Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderately High
Asset Size (Cr)	₹3373 Cr	₹149 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	26 Dec 2003	24 Feb 2004
Category	Conservative	Conservative
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 15:85	NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index
Turn Over	11.39%	27%
Expense Ratio	1.77	2.17
Manager	Dhruv Muchhal	Mahesh A Chhabria
ISIN Code	INF179K01AE4	INF336L01099
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	HSBC Conservative Hybrid Fund - Regular Growth
1 Month	-0.2%	-1.14%
6 Month	1.7%	0.28%
1 Year	4.96%	1.28%
3 Year	9.64%	9.33%
5 Year	9.82%	7.53%

SIP Return Analysis

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	HSBC Conservative Hybrid Fund - Regular Growth
6 Month	0.72%	-1.47%
1 Year	4.48%	1.69%
3 Year	7.97%	7.67%
5 Year	8.95%	7.9%

Rolling Lumpsum Returns

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	HSBC Conservative Hybrid Fund - Regular Growth
1 Year	9.7%	9.1%
3 Year	10.44%	8.5%
5 Year	10.19%	8.84%

Risk Management

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	HSBC Conservative Hybrid Fund - Regular Growth
Standard Deviation	3.85%	4.74%
Sharp	0.76%	0.58%
Beta	1.26%	1.31%
Alpha	0.30%	-

Fund Managers

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	HSBC Conservative Hybrid Fund - Regular Growth
Name	Dhruv Muchhal	Mahesh A Chhabria
Total AUM	₹520687 Cr	₹15021 Cr
Funds Managed	40	9
	HDFC Hybrid Debt Fund - Growth Plan	HSBC Conservative Hybrid Fund - Regular Growth

Market Cap

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	HSBC Conservative Hybrid Fund - Regular Growth
Others	79.48	81.91
Large Cap	18.06	8.42
Small Cap	1.02	3.46
Mid Cap	1.44	6.21

Sector Allocation

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	HSBC Conservative Hybrid Fund - Regular Growth
Others	78.75	81.38
Energy	2.39	-
Technology	1.97	1.97
Industrials	1.61	8.28
Financial Services	8.63	1.47
Real Estate	0.63	0.58
Healthcare	1.84	0.01
Consumer Cyclical	1.17	5.77
Communication Services	0.99	-
Consumer Defensive	0.6	-
Utilities	1.25	0.53
Basic Materials	0.17	-

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