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tortoise-icon HDFC Hybrid Debt Fund - Growth Plan

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tortoise-icon Nippon India 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 Nippon India Conservative Hybrid Fund - Regular - Growth
Fund HDFC Hybrid Debt Fund - Growth Plan Nippon India Conservative Hybrid Fund - Regular - Growth
Investment Plan Growth Growth
Level of Risk Moderately High High
Asset Size (Cr) ₹3379 Cr ₹918 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 26 Dec 2003 29 Dec 2003
Category Conservative Conservative
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite Debt 15:85 CRISIL Hybrid 85+15 Conservative TRI
Turn Over 11.39% 21%
Expense Ratio 1.77 1.9
Manager Dhruv Muchhal Sushil Budhia
ISIN Code INF179K01AE4 INF204K01FD1
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 Nippon India Hybrid Bond Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HDFC Hybrid Debt Fund - Growth Plan Nippon India Conservative Hybrid Fund - Regular - Growth
1 Month 0.73% 1.02%
6 Month 1.35% 4.78%
1 Year 4.74% 9.25%
3 Year 9.73% 9.1%
5 Year 10.22% 8.67%

SIP Return Analysis

Scheme Name HDFC Hybrid Debt Fund - Growth Plan Nippon India Conservative Hybrid Fund - Regular - Growth
6 Month 1.61% 2.59%
1 Year 6.4% 10.68%
3 Year 8.54% 9.29%
5 Year 9.24% 8.78%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Debt Fund - Growth Plan Nippon India Conservative Hybrid Fund - Regular - Growth
1 Year 9.72% 8.52%
3 Year 10.45% 8.93%
5 Year 10.2% 9.92%

Risk Management

Scheme Name HDFC Hybrid Debt Fund - Growth Plan Nippon India Conservative Hybrid Fund - Regular - Growth
Standard Deviation 3.91% 2.07%
Sharp 0.86% 1.61%
Beta 1.25% 0.4%
Alpha 0.30% 1.65%

Fund Managers

Scheme Name HDFC Hybrid Debt Fund - Growth Plan Nippon India Conservative Hybrid Fund - Regular - Growth
Name Dhruv Muchhal Sushil Budhia
Total AUM ₹520687 Cr ₹29447 Cr
Funds Managed 40 11
HDFC Hybrid Debt Fund - Growth Plan Nippon India Conservative Hybrid Fund - Regular - Growth

Market Cap

Scheme Name

HDFC Hybrid Debt Fund - Growth Plan

Nippon India Conservative Hybrid Fund - Regular - Growth

Others 79.74 87.1
Large Cap 17.73 11.7
Small Cap 1.09 -
Mid Cap 1.44 1.2

Sector Allocation

Scheme Name

HDFC Hybrid Debt Fund - Growth Plan

Nippon India Conservative Hybrid Fund - Regular - Growth

Others 79.01 82.63
Energy 2.37 -
Technology 1.88 -
Industrials 1.62 -
Financial Services 8.41 -
Real Estate 0.63 -
Healthcare 1.74 -
Consumer Cyclical 1.14 -
Communication Services 1.07 -
Consumer Defensive 0.62 -
Utilities 1.33 -
Basic Materials 0.19 -
Petroleum Products - 1.02
IT - Software - 1.21
Construction - 0.45
Ferrous Metals - 0.32
Consumer Durables - 0.32
Diversified FMCG - 0.61
Non - Ferrous Metals - 0.15
Banks - 4.43
Pharmaceuticals & Biotechnology - 0.51
Cement & Cement Products - 0.29
Automobiles - 1.33
Realty - 3.29
Transport Infrastructure - 1.18
Insurance - 0.18
Agricultural Food & other Products - 0.09
Oil - 0.12
Food Products - 0.19
Finance - 0.48
Leisure Services - 0.02
Telecom - Services - 0.59
Healthcare Services - 0.09
Consumable Fuels - 0.1
Fertilizers & Agrochemicals - 0.05
Power - 0.35

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