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HDFC Hybrid Debt Fund vs SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan compare

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tortoise-icon HDFC Hybrid Debt Fund - Growth Plan

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tortoise-icon Sundaram Conservative Hybrid Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹3342 Cr ₹21 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 0.18% 0.31%
6 Month 4.5% 3.48%
1 Year 3.35% 2.25%
3 Year 9.9% 6.89%
5 Year 11.13% 8.3%

SIP Return Analysis

Scheme Name HDFC Hybrid Debt Fund - Growth Plan Sundaram Conservative Hybrid Fund - Regular Plan - Growth
6 Month 0.33% -0.1%
1 Year 4.47% 2.98%
3 Year 8.78% 6.41%
5 Year 9.39% 6.98%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Debt Fund - Growth Plan Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Year 9.97% 7.6%
3 Year 10.49% 7.99%
5 Year 10.16% 7.88%

Risk Management

Scheme Name HDFC Hybrid Debt Fund - Growth Plan Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation 4.06% 3.72%
Sharp 0.73% 0.03%
Beta 1.24% 1.16%
Alpha 0.81% -1.84%

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 80.35 79.74
Large Cap 17.26 17.99
Small Cap 1.05 -
Mid Cap 1.34 2.28

Sector Allocation

Scheme Name

HDFC Hybrid Debt Fund - Growth Plan

Sundaram Conservative Hybrid Fund - Regular Plan - Growth

Others 79.68 78.46
Energy 2.12 2.72
Technology 1.76 2.17
Industrials 1.52 0.43
Financial Services 8.17 7.59
Real Estate 0.57 -
Healthcare 1.74 0.63
Consumer Cyclical 1.35 1.82
Communication Services 0.98 2.11
Consumer Defensive 0.73 0.93
Utilities 1.21 1.28
Basic Materials 0.17 1.86

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