HDFC Hybrid Debt Fund - Growth Plan
HSBC Conservative Hybrid Fund - Regular Growth
Chart Comparison
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 | -0.07% | -1.02% |
| 6 Month | 1.37% | 0.38% |
| 1 Year | 4.36% | 1.6% |
| 3 Year | 9.61% | 9.37% |
| 5 Year | 9.94% | 7.74% |
SIP Return Analysis
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.61% | -0.77% |
| 1 Year | 6.4% | 3.16% |
| 3 Year | 8.54% | 8.19% |
| 5 Year | 9.24% | 8.13% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 9.72% | 9.11% |
| 3 Year | 10.45% | 8.49% |
| 5 Year | 10.2% | 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 | 79.71 | 81.24 |
| Large Cap | 17.78 | 8.45 |
| Small Cap | 1.07 | 3.59 |
| Mid Cap | 1.44 | 6.73 |
Sector Allocation
| Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 79 | 80.69 |
| Energy | 2.39 | - |
| Technology | 1.92 | 2.03 |
| Industrials | 1.59 | 8.61 |
| Financial Services | 8.5 | 1.44 |
| Real Estate | 0.62 | 0.96 |
| Healthcare | 1.8 | 0.01 |
| Consumer Cyclical | 1.14 | 5.71 |
| Communication Services | 0.99 | - |
| Consumer Defensive | 0.6 | - |
| Utilities | 1.27 | 0.54 |
| Basic Materials | 0.18 | - |
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