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HDFC Hybrid Debt Fund vs SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan compare
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) | ₹3377 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 | 0.97% | 0.81% |
| 6 Month | 1.57% | 0.02% |
| 1 Year | 4.94% | 3.54% |
| 3 Year | 10.25% | 7.16% |
| 5 Year | 11.21% | 8.27% |
SIP Return Analysis
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.26% | -0.34% |
| 1 Year | 4.12% | 1.89% |
| 3 Year | 8.1% | 5.72% |
| 5 Year | 9% | 6.54% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.88% | 7.53% |
| 3 Year | 10.47% | 7.93% |
| 5 Year | 10.18% | 7.95% |
Risk Management
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.91% | 3.59% |
| Sharp | 0.86% | 0.13% |
| Beta | 1.25% | 1.17% |
| Alpha | 0.30% | -2.37% |
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 | 80.54 | 79.45 |
| Large Cap | 17.01 | 18.27 |
| Small Cap | 1.06 | - |
| Mid Cap | 1.39 | 2.28 |
Sector Allocation
| Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 79.81 | 78.08 |
| Energy | 2.24 | 2.81 |
| Technology | 1.72 | 2.14 |
| Industrials | 1.52 | 0.44 |
| Financial Services | 8.14 | 7.54 |
| Real Estate | 0.63 | - |
| Healthcare | 1.7 | 0.65 |
| Consumer Cyclical | 1.13 | 2.02 |
| Communication Services | 0.99 | 2.16 |
| Consumer Defensive | 0.6 | 0.93 |
| Utilities | 1.34 | 1.37 |
| Basic Materials | 0.18 | 1.86 |
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