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HDFC Hybrid Debt Fund - Growth Plan
Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Hybrid Debt Fund - Growth Plan | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹3354 Cr | ₹20 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 26 Dec 2003 | 25 Jan 2010 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 | CRISIL Hybrid 85+15 Conservative TRI |
| Turn Over | 11.39% | 252% |
| Expense Ratio | 1.77 | 2.19 |
| Manager | Dhruv Muchhal | Dwijendra Srivastava |
| ISIN Code | INF179K01AE4 | INF903J01HB0 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.29% | -0.48% |
| 6 Month | 1% | 0.51% |
| 1 Year | 5.33% | 4.05% |
| 3 Year | 9.78% | 7.14% |
| 5 Year | 9.62% | 7.57% |
SIP Return Analysis
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.08% | 1.24% |
| 1 Year | 4.32% | 3.58% |
| 3 Year | 7.43% | 5.76% |
| 5 Year | 8.62% | 6.51% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.67% | 7.31% |
| 3 Year | 10.43% | 7.75% |
| 5 Year | 10.18% | 7.97% |
Risk Management
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.8% | 4.91% |
| Sharp | 1.01% | 0.36% |
| Beta | 0.53% | 0.8% |
| Alpha | 1.1% | -1.71% |
Fund Managers
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Dwijendra Srivastava |
| Total AUM | ₹520687 Cr | ₹14140 Cr |
| Funds Managed | 40 | 14 |
| HDFC Hybrid Debt Fund - Growth Plan | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 79.65 | 77.68 |
| Large Cap | 17.84 | 19.98 |
| Small Cap | 1.03 | - |
| Mid Cap | 1.48 | 2.34 |
Sector Allocation
| Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 78.91 | 77.68 |
| Energy | 2.47 | 3.37 |
| Technology | 1.98 | 3.12 |
| Industrials | 1.62 | 1.06 |
| Financial Services | 8.6 | 7.79 |
| Real Estate | 0.65 | - |
| Healthcare | 1.8 | 0.69 |
| Consumer Cyclical | 0.94 | 1.92 |
| Communication Services | 1 | 2.54 |
| Consumer Defensive | 0.6 | 0.57 |
| Utilities | 1.27 | - |
| Basic Materials | 0.17 | 1.26 |
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