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) | ₹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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