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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) ₹3383 Cr ₹27 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 -0.47% -0.52%
6 Month 3.82% 3.08%
1 Year 7.08% 6.33%
3 Year 12.08% 8.69%
5 Year 12.2% 8.95%

SIP Return Analysis

Scheme Name HDFC Hybrid Debt Fund - Growth Plan Sundaram Conservative Hybrid Fund - Regular Plan - Growth
6 Month 2.43% 1.93%
1 Year 6.65% 5.53%
3 Year 10.57% 7.89%
5 Year 10.58% 7.99%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Debt Fund - Growth Plan Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Year 10.07% 7.65%
3 Year 10.45% 7.91%
5 Year 10.14% 7.78%

Risk Management

Scheme Name HDFC Hybrid Debt Fund - Growth Plan Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation 4.09% 3.66%
Sharp 1.17% 0.50%
Beta 1.21% 1.10%
Alpha 0.89% -1.71%

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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 80.2 81.82
Large Cap 16.94 16.41
Small Cap 1.48 0
Mid Cap 1.38 1.77

Sector Allocation

Scheme Name

HDFC Hybrid Debt Fund - Growth Plan

Sundaram Conservative Hybrid Fund - Regular Plan - Growth

Others 80.07 81.72
Energy 1.83 2
Technology 2.28 2.38
Industrials 1.7 0.48
Financial Services 7.8 6.99
Healthcare 2.11 0.43
Consumer Cyclical 1.43 1.47
Consumer Defensive 0.69 1.53
Communication Services 0.84 1.69
Utilities 1.1 -
Basic Materials 0.15 1.3

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