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 | 0.41% | -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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