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

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HDFC Hybrid Debt Fund - Growth Plan

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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)	₹3409 Cr	₹22 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

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Month	-0.5%	-0.67%
6 Month	3.76%	3.17%
1 Year	4.35%	4.31%
3 Year	10.73%	7.62%
5 Year	11.46%	8.41%

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
6 Month	1.75%	1.24%
1 Year	6.01%	4.7%
3 Year	10.05%	7.51%
5 Year	10.25%	7.74%

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%

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation	4.00%	3.62%
Sharp	1.25%	0.53%
Beta	1.20%	1.11%
Alpha	0.90%	-1.82%

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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

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	79.17	79.84
Large Cap	18.24	18.17
Small Cap	1.09	-
Mid Cap	1.5	1.98

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	78.51	78.72
Energy	2.25	2.48
Technology	1.98	2.2
Industrials	1.61	0.54
Financial Services	8.73	8.04
Real Estate	0.57	-
Healthcare	1.83	0.45
Consumer Cyclical	1.33	1.46
Communication Services	1.07	1.97
Consumer Defensive	0.73	1.62
Utilities	1.21	1
Basic Materials	0.16	1.51