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) | ₹3354 Cr | ₹9851 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 | -0.11% | 0.2% |
| 6 Month | 0.73% | 1.17% |
| 1 Year | 5.46% | 7% |
| 3 Year | 9.62% | 9.72% |
| 5 Year | 9.35% | 9.33% |
SIP Return Analysis
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | SBI Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.5% | 0.62% |
| 1 Year | 3.51% | 5.49% |
| 3 Year | 7.32% | 8.03% |
| 5 Year | 8.53% | 8.77% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | SBI Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.67% | 8.39% |
| 3 Year | 10.43% | 8.64% |
| 5 Year | 10.18% | 8.5% |
Risk Management
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | SBI Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.8% | 3.08% |
| Sharp | 1.01% | 1.14% |
| Beta | 0.53% | 0.46% |
| Alpha | 1.1% | 1.47% |
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 | 79.65 | 77.09 |
| Large Cap | 17.84 | 8.02 |
| Small Cap | 1.03 | 11.01 |
| Mid Cap | 1.48 | 3.89 |
Sector Allocation
| Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 78.91 | 76.53 |
| Energy | 2.47 | 1.47 |
| Technology | 1.98 | - |
| Industrials | 1.62 | 4.19 |
| Financial Services | 8.6 | 6.6 |
| Real Estate | 0.65 | - |
| Healthcare | 1.8 | 2.08 |
| Consumer Cyclical | 0.94 | 1.83 |
| Communication Services | 1 | - |
| Consumer Defensive | 0.6 | 1.92 |
| Utilities | 1.27 | - |
| Basic Materials | 0.17 | 5.4 |
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