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tortoise-icon HDFC Hybrid Debt Fund - Growth Plan

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tortoise-icon 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) ₹3379 Cr ₹151 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 0.41% -1.08%
6 Month 1.12% 0.3%
1 Year 5.7% 3.96%
3 Year 9.79% 9.55%
5 Year 10.41% 8.05%

SIP Return Analysis

Scheme Name HDFC Hybrid Debt Fund - Growth Plan HSBC Conservative Hybrid Fund - Regular Growth
6 Month 1.32% -0.41%
1 Year 5.84% 3.84%
3 Year 8.64% 8.74%
5 Year 9.34% 8.46%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Debt Fund - Growth Plan HSBC Conservative Hybrid Fund - Regular Growth
1 Year 9.73% 9.13%
3 Year 10.45% 8.49%
5 Year 10.19% 8.84%

Risk Management

Scheme Name HDFC Hybrid Debt Fund - Growth Plan HSBC Conservative Hybrid Fund - Regular Growth
Standard Deviation 3.91% 4.64%
Sharp 0.86% 0.76%
Beta 1.25% 1.28%
Alpha 0.30% 0.39%

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 79.74 80.66
Large Cap 17.73 8.55
Small Cap 1.09 4.09
Mid Cap 1.44 6.71

Sector Allocation

Scheme Name

HDFC Hybrid Debt Fund - Growth Plan

HSBC Conservative Hybrid Fund - Regular Growth

Others 79.01 80.13
Energy 2.37 -
Technology 1.88 2.03
Industrials 1.62 9.05
Financial Services 8.41 1.41
Real Estate 0.63 0.98
Healthcare 1.74 0.02
Consumer Cyclical 1.14 5.87
Communication Services 1.07 -
Consumer Defensive 0.62 -
Utilities 1.33 0.53
Basic Materials 0.19 -

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