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) | ₹3383 Cr | ₹9643 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% | 1.14% |
6 Month | 4.01% | 4.52% |
1 Year | 6.58% | 6.9% |
3 Year | 11.93% | 11.43% |
5 Year | 12% | 11.77% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | SBI Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.88% | 4.06% |
1 Year | 7.49% | 9.17% |
3 Year | 10.57% | 10.66% |
5 Year | 10.56% | 10.43% |
Rolling Lumpsum Returns
Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | SBI Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
1 Year | 10.07% | 8.51% |
3 Year | 10.45% | 8.5% |
5 Year | 10.14% | 8.43% |
Risk Management
Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | SBI Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.00% | 3.44% |
Sharp | 1.25% | 1.28% |
Beta | 1.20% | 0.98% |
Alpha | 0.90% | 1.13% |
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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 | 79.24 | 76.88 |
Large Cap | 18.07 | 11.49 |
Small Cap | 1.17 | 8.75 |
Mid Cap | 1.53 | 2.88 |
Sector Allocation
Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Others | 78.56 | 76.88 |
Energy | 2.1 | 2.45 |
Technology | 1.98 | 1.23 |
Industrials | 1.81 | 3.32 |
Financial Services | 8.55 | 7.92 |
Real Estate | 0.58 | - |
Healthcare | 1.91 | 0.56 |
Consumer Cyclical | 1.42 | 2.33 |
Communication Services | 0.99 | - |
Consumer Defensive | 0.73 | 1.75 |
Utilities | 1.2 | - |
Basic Materials | 0.16 | 3.55 |
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