HDFC Hybrid Debt Fund vs SBI Conservative Hybrid Fund compare
HDFC Hybrid Debt Fund - Growth Plan
SBI Conservative Hybrid Fund - Regular Plan - Growth
Chart Comparison
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) | ₹3359 Cr | ₹9859 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 | 0.99% | 0.46% |
6 Month | 3.25% | 5.14% |
1 Year | 4.04% | 4.62% |
3 Year | 10.77% | 10.19% |
5 Year | 11.24% | 11% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | SBI Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
6 Month | 0.93% | 1.52% |
1 Year | 5.98% | 7.95% |
3 Year | 8.92% | 9.39% |
5 Year | 9.48% | 9.54% |
Rolling Lumpsum Returns
Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | SBI Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
1 Year | 9.88% | 8.45% |
3 Year | 10.47% | 8.55% |
5 Year | 10.18% | 8.47% |
Risk Management
Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | SBI Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 3.95% | 3.34% |
Sharp | 0.90% | 0.94% |
Beta | 1.26% | 1.00% |
Alpha | 0.62% | 0.81% |
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 | 80.47 | 77.95 |
Large Cap | 17.05 | 8.91 |
Small Cap | 1.08 | 9.04 |
Mid Cap | 1.4 | 4.1 |
Sector Allocation
Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Others | 79.77 | 77.1 |
Energy | 2.21 | 2.2 |
Technology | 1.81 | - |
Industrials | 1.52 | 5.21 |
Financial Services | 8.15 | 6.44 |
Real Estate | 0.61 | - |
Healthcare | 1.74 | 1.75 |
Consumer Cyclical | 1.13 | 1.82 |
Communication Services | 1.01 | - |
Consumer Defensive | 0.61 | 1.85 |
Utilities | 1.24 | - |
Basic Materials | 0.18 | 3.62 |
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