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) | ₹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 |
Top Comparisons
Franklin India Banking & PSU Debt Fund - Growth
3Y Returns7.45%
ICICI Prudential Banking and PSU Debt Fund - Growth
3Y Returns7.64%
Kotak Savings Fund -Growth
3Y Returns6.98%
LIC MF Ultra Short Term Fund Regular - Growth
3Y Returns6.43%
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
3Y Returns23.23%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns16.57%
Franklin India Banking & PSU Debt Fund - Growth
3Y Returns7.45%
Mirae Asset Banking and PSU Fund Regular Growth Plan
3Y Returns7.15%