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HDFC Hybrid Debt Fund vs SBI Conservative Hybrid Fund compare

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tortoise-icon HDFC Hybrid Debt Fund - Growth Plan

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tortoise-icon SBI Conservative Hybrid Fund - Regular Plan - 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 SBI Conservative Hybrid Fund - Regular Plan - Growth
Fund HDFC Hybrid Debt Fund - Growth Plan SBI Conservative Hybrid Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹3342 Cr ₹9787 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 26 Dec 2003 23 Mar 2001
Category Conservative Conservative
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite Debt 15:85 NIFTY 50 Hybrid Composite Debt 15:85
Turn Over 11.39% 252%
Expense Ratio 1.77 1.54
Manager Dhruv Muchhal Pradeep Kesavan
ISIN Code INF179K01AE4 INF200K01859
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 SBI Conservative Hybrid Fund - Regular Plan - 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 SBI Conservative Hybrid Fund - Regular Plan - Growth
1 Month 0.45% 0.96%
6 Month 4.53% 6.51%
1 Year 3.37% 4.64%
3 Year 9.9% 9.66%
5 Year 11.15% 11.18%

SIP Return Analysis

Scheme Name HDFC Hybrid Debt Fund - Growth Plan SBI Conservative Hybrid Fund - Regular Plan - Growth
6 Month 0.33% 1.84%
1 Year 4.47% 7.7%
3 Year 8.78% 9.57%
5 Year 9.39% 9.67%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Debt Fund - Growth Plan SBI Conservative Hybrid Fund - Regular Plan - Growth
1 Year 9.97% 8.48%
3 Year 10.49% 8.53%
5 Year 10.16% 8.45%

Risk Management

Scheme Name HDFC Hybrid Debt Fund - Growth Plan SBI Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation 4.06% 3.36%
Sharp 0.73% 0.86%
Beta 1.24% 0.96%
Alpha 0.81% 1.26%

Fund Managers

Scheme Name HDFC Hybrid Debt Fund - Growth Plan SBI Conservative Hybrid Fund - Regular Plan - Growth
Name Dhruv Muchhal Pradeep Kesavan
Total AUM ₹520687 Cr ₹434274 Cr
Funds Managed 40 43
HDFC Hybrid Debt Fund - Growth Plan SBI Conservative Hybrid Fund - Regular Plan - Growth

Market Cap

Scheme Name

HDFC Hybrid Debt Fund - Growth Plan

SBI Conservative Hybrid Fund - Regular Plan - Growth

Others 80.35 77.7
Large Cap 17.26 8.03
Small Cap 1.05 8.62
Mid Cap 1.34 5.66

Sector Allocation

Scheme Name

HDFC Hybrid Debt Fund - Growth Plan

SBI Conservative Hybrid Fund - Regular Plan - Growth

Others 79.68 76.86
Energy 2.12 2.18
Technology 1.76 -
Industrials 1.52 4.49
Financial Services 8.17 7.18
Real Estate 0.57 -
Healthcare 1.74 1.76
Consumer Cyclical 1.35 1.88
Communication Services 0.98 -
Consumer Defensive 0.73 1.88
Utilities 1.21 -
Basic Materials 0.17 3.77

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