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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)	₹3373 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	-0.07%	0.19%
6 Month	1.37%	1.06%
1 Year	4.36%	3.3%
3 Year	9.61%	6.85%
5 Year	9.94%	7.74%

SIP Return Analysis

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
6 Month	1.01%	0.95%
1 Year	5.45%	4.22%
3 Year	8.14%	6.15%
5 Year	8.97%	6.74%

Rolling Lumpsum Returns

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Year	9.72%	7.35%
3 Year	10.45%	7.82%
5 Year	10.2%	8.01%

Risk Management

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation	3.85%	3.55%
Sharp	0.76%	0.06%
Beta	1.26%	1.18%
Alpha	0.30%	-2.26%

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	79.71	78.57
Large Cap	17.78	19.1
Small Cap	1.07	-
Mid Cap	1.44	2.33

Sector Allocation

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	79	78.57
Energy	2.39	3.08
Technology	1.92	2.31
Industrials	1.59	1.06
Financial Services	8.5	7.65
Real Estate	0.62	-
Healthcare	1.8	0.67
Consumer Cyclical	1.14	1.82
Communication Services	0.99	2.4
Consumer Defensive	0.6	0.53
Utilities	1.27	0
Basic Materials	0.18	1.92

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