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HDFC Hybrid Debt Fund - Growth Plan

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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)	₹3354 Cr	₹933 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%	-0.04%
6 Month	0.39%	3.43%
1 Year	5.09%	9.26%
3 Year	9.4%	9.02%
5 Year	9.43%	8.32%

SIP Return Analysis

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Nippon India Conservative Hybrid Fund - Regular - Growth
6 Month	-0.1%	1.29%
1 Year	1.86%	7.49%
3 Year	6.85%	8.41%
5 Year	8.3%	8.32%

Rolling Lumpsum Returns

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Nippon India Conservative Hybrid Fund - Regular - Growth
1 Year	9.67%	8.56%
3 Year	10.43%	8.96%
5 Year	10.18%	9.9%

Risk Management

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Nippon India Conservative Hybrid Fund - Regular - Growth
Standard Deviation	3.8%	2.07%
Sharp	1.01%	1.66%
Beta	0.53%	0.39%
Alpha	1.1%	1.73%

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	79.65	87.58
Large Cap	17.84	11.35
Small Cap	1.03	-
Mid Cap	1.48	1.08

Sector Allocation

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Nippon India Conservative Hybrid Fund - Regular - Growth
Others	78.91	81.14
Energy	2.47	1.26
Technology	1.98	1.29
Industrials	1.62	1.64
Financial Services	8.6	4.96
Real Estate	0.65	4.83
Healthcare	1.8	0.58
Consumer Cyclical	0.94	1.58
Communication Services	1	0.6
Consumer Defensive	0.6	0.85
Utilities	1.27	0.32
Basic Materials	0.17	0.94

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