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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) ₹3379 Cr ₹9953 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 0.73% 0.43%
6 Month 1.35% 2.99%
1 Year 4.74% 5.99%
3 Year 9.73% 9.77%
5 Year 10.22% 9.98%

SIP Return Analysis

Scheme Name HDFC Hybrid Debt Fund - Growth Plan SBI Conservative Hybrid Fund - Regular Plan - Growth
6 Month 1.61% 1.67%
1 Year 6.4% 8.36%
3 Year 8.54% 9.17%
5 Year 9.24% 9.4%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Debt Fund - Growth Plan SBI Conservative Hybrid Fund - Regular Plan - Growth
1 Year 9.72% 8.43%
3 Year 10.45% 8.6%
5 Year 10.2% 8.49%

Risk Management

Scheme Name HDFC Hybrid Debt Fund - Growth Plan SBI Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation 3.91% 3.08%
Sharp 0.86% 1.2%
Beta 1.25% 0.44%
Alpha 0.30% 1.65%

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 79.74 75.87
Large Cap 17.73 10.92
Small Cap 1.09 10.51
Mid Cap 1.44 2.94

Sector Allocation

Scheme Name

HDFC Hybrid Debt Fund - Growth Plan

SBI Conservative Hybrid Fund - Regular Plan - Growth

Others 79.01 75.87
Energy 2.37 -
Technology 1.88 -
Industrials 1.62 -
Financial Services 8.41 -
Real Estate 0.63 -
Healthcare 1.74 -
Consumer Cyclical 1.14 -
Communication Services 1.07 -
Consumer Defensive 0.62 -
Utilities 1.33 -
Basic Materials 0.19 -
Petroleum Products - 1.64
Auto Components - 0.29
Consumer Durables - 2.1
Banks - 3.25
Agricultural, Commercial & Construction Vehicles - 0.71
Pharmaceuticals & Biotechnology - 1.75
Cement & Cement Products - 0.84
Ferrous Metals - 0.56
Chemicals & Petrochemicals - 0.86
Construction - 1.28
Personal Products - 0.45
Agricultural Food & other Products - 0.26
Industrial Products - 4.07
Insurance - 1.83
Textiles & Apparels - 0.16
Food Products - 1.37
Capital Markets - 0.65
Leisure Services - 0.5
Finance - 1.8

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