HDFC Hybrid Debt Fund vs Nippon India Hybrid Bond Fund compare
HDFC Hybrid Debt Fund - Growth Plan
Nippon India Conservative Hybrid Fund - Regular - Growth
Chart Comparison
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) | ₹3377 Cr | ₹900 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 | 0.48% | 1.06% |
| 6 Month | 1.64% | 4.88% |
| 1 Year | 5.72% | 9.69% |
| 3 Year | 10.05% | 9.07% |
| 5 Year | 10.65% | 8.76% |
SIP Return Analysis
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| 6 Month | 0.93% | 2.22% |
| 1 Year | 5.58% | 10.08% |
| 3 Year | 8.51% | 9.09% |
| 5 Year | 9.21% | 8.64% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| 1 Year | 9.8% | 8.51% |
| 3 Year | 10.46% | 8.91% |
| 5 Year | 10.19% | 9.93% |
Risk Management
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 3.91% | 1.92% |
| Sharp | 0.86% | 1.18% |
| Beta | 1.25% | 0.54% |
| Alpha | 0.30% | 0.94% |
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 | 80.11 | 87.73 |
| Large Cap | 17.41 | 11.17 |
| Small Cap | 1.07 | - |
| Mid Cap | 1.41 | 1.1 |
Sector Allocation
| Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| Others | 79.39 | 82.85 |
| Energy | 2.24 | 1.16 |
| Technology | 1.84 | 1.22 |
| Industrials | 1.55 | 1.62 |
| Financial Services | 8.32 | 5.04 |
| Real Estate | 0.63 | 3.33 |
| Healthcare | 1.74 | 0.6 |
| Consumer Cyclical | 1.14 | 1.46 |
| Communication Services | 1.02 | 0.57 |
| Consumer Defensive | 0.59 | 0.87 |
| Utilities | 1.34 | 0.35 |
| Basic Materials | 0.19 | 0.92 |
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