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) | ₹3373 Cr | ₹9977 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 | -0.2% | -0.63% |
| 6 Month | 1.7% | 2.91% |
| 1 Year | 4.96% | 5.92% |
| 3 Year | 9.64% | 9.66% |
| 5 Year | 9.82% | 9.71% |
SIP Return Analysis
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | SBI Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.72% | 0.67% |
| 1 Year | 4.48% | 6.36% |
| 3 Year | 7.97% | 8.55% |
| 5 Year | 8.95% | 9.09% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | SBI Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.7% | 8.42% |
| 3 Year | 10.44% | 8.61% |
| 5 Year | 10.19% | 8.5% |
Risk Management
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | SBI Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.85% | 3.35% |
| Sharp | 0.76% | 0.94% |
| Beta | 1.26% | 1.03% |
| Alpha | 0.30% | 0.96% |
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 | 79.48 | 76.13 |
| Large Cap | 18.06 | 9.12 |
| Small Cap | 1.02 | 10.84 |
| Mid Cap | 1.44 | 3.92 |
Sector Allocation
| Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 78.75 | 76.11 |
| Energy | 2.39 | 1.45 |
| Technology | 1.97 | - |
| Industrials | 1.61 | 4.11 |
| Financial Services | 8.63 | 7.35 |
| Real Estate | 0.63 | - |
| Healthcare | 1.84 | 2.08 |
| Consumer Cyclical | 1.17 | 1.55 |
| Communication Services | 0.99 | - |
| Consumer Defensive | 0.6 | 1.91 |
| Utilities | 1.25 | - |
| Basic Materials | 0.17 | 5.43 |
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