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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 -0.07% -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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