HDFC Hybrid Debt Fund vs Nippon India Hybrid Bond Fund compare

Overview

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Nippon India Hybrid Bond Fund-Growth Plan
Fund	HDFC Hybrid Debt Fund - Growth Plan	Nippon India Hybrid Bond Fund-Growth Plan
Investment Plan	Growth	Growth
Level of Risk	Moderately High	High
Asset Size (Cr)	₹3320 Cr	₹831 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	1.76	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

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Nippon India Hybrid Bond Fund-Growth Plan
1 Month	-0.2%	0.59%
6 Month	1.08%	2.95%
1 Year	7.58%	7.76%
3 Year	9.71%	7.64%
5 Year	10.35%	5.45%

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Nippon India Hybrid Bond Fund-Growth Plan
6 Month	-	-
1 Year	4.72%	6.7%
3 Year	10.46%	8.27%
5 Year	10.75%	8.17%

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Nippon India Hybrid Bond Fund-Growth Plan
1 Year	10.2%	8.74%
3 Year	10.46%	9.05%
5 Year	10.1%	10.12%

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Nippon India Hybrid Bond Fund-Growth Plan
Standard Deviation	3.8%	2.07%
Sharp	1.04%	0.71%
Beta	0.7%	0.38%
Alpha	3.01%	0.96%

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Nippon India Hybrid Bond Fund-Growth Plan
Name	Dhruv Muchhal	Sushil Budhia
Total AUM	₹520687 Cr	₹29447 Cr
Fund Manage	40	11
	HDFC Hybrid Debt Fund - Growth Plan	Nippon India Hybrid Bond Fund-Growth Plan

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Nippon India Hybrid Bond Fund-Growth Plan
Others	77.29	84.74
Large Cap	18.49	12.45
Small Cap	2.04	2.77
Mid Cap	2.18	0.04

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Nippon India Hybrid Bond Fund-Growth Plan
Others	77.29	84.74
Petroleum Products	1.26	1.08
IT - Software	2.33	1.56
Industrial Manufacturing	0.43	-
Transport Services	0.49	-
Construction	0.85	0.44
Finance	0.54	0.38
Banks	7.21	3.57
Realty	0.6	1.21
Pharmaceuticals & Biotechnology	2.44	0.57
Aerospace & Defense	0.32	-
Automobiles	0.66	1.08
Insurance	0.37	0.19
Diversified FMCG	0.81	0.74
Oil	0.32	0.14
Industrial Products	0.55	-
Gas	0.35	-
Telecom - Services	0.97	0.51
Consumable Fuels	0.34	0.12
Auto Components	0.38	-
Power	1.39	0.45
Paper, Forest & Jute Products	0.1	-
Ferrous Metals	-	0.28
Consumer Durables	-	0.35
Non - Ferrous Metals	-	0.13
Cement & Cement Products	-	0.3
Transport Infrastructure	-	1.69
Agricultural Food & other Products	-	0.08
Food Products	-	0.2
Metals & Minerals Trading	-	0.06
Healthcare Services	-	0.09
Fertilizers & Agrochemicals	-	0.04