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) | ₹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 |
Top Comparisons
HSBC Large Cap Fund - Regular Growth
3Y Returns13.41%
LIC MF Large Cap Fund-Growth
3Y Returns11.02%
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns15.16%
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
3Y Returns14.86%
HDFC Ultra Short Term Fund - Growth Option
3Y Returns7.06%
Nippon India Ultra Short Duration Fund- Growth Option
3Y Returns6.85%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
3Y Returns20.43%
Motilal Oswal Nifty 500 Index Fund - Regular Plan
3Y Returns14.09%