Nippon India Hybrid Bond Fund vs HDFC Hybrid Debt Fund compare

Nippon India Hybrid Bond Fund vs HDFC Hybrid Debt Fund compare

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HDFC Hybrid Debt Fund - Growth Plan

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Nippon India Conservative Hybrid Fund - Regular - 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	Nippon India Conservative Hybrid Fund - Regular - Growth
Fund	HDFC Hybrid Debt Fund - Growth Plan	Nippon India Conservative Hybrid Fund - Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	High
Asset Size (Cr)	₹3377 Cr	₹900 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	26 Dec 2003	29 Dec 2003
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%	21%
Expense Ratio	1.77	1.9
Manager	Dhruv Muchhal	Sushil Budhia
ISIN Code	INF179K01AE4	INF204K01FD1
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	Nippon India Hybrid Bond Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Nippon India Conservative Hybrid Fund - Regular - Growth
1 Month	0.97%	1.09%
6 Month	1.57%	4.86%
1 Year	4.94%	8.98%
3 Year	10.25%	9.12%
5 Year	11.21%	8.94%

SIP Return Analysis

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Nippon India Conservative Hybrid Fund - Regular - Growth
6 Month	1.12%	2.34%
1 Year	6.11%	10.3%
3 Year	8.93%	9.2%
5 Year	9.51%	8.71%

Rolling Lumpsum Returns

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Nippon India Conservative Hybrid Fund - Regular - Growth
1 Year	9.88%	8.62%
3 Year	10.47%	9%
5 Year	10.18%	10.06%

Risk Management

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Nippon India Conservative Hybrid Fund - Regular - Growth
Standard Deviation	3.95%	1.90%
Sharp	0.90%	1.14%
Beta	1.26%	0.54%
Alpha	0.62%	0.94%

Fund Managers

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Nippon India Conservative Hybrid Fund - Regular - Growth
Name	Dhruv Muchhal	Sushil Budhia
Total AUM	₹520687 Cr	₹29447 Cr
Funds Managed	40	11
	HDFC Hybrid Debt Fund - Growth Plan	Nippon India Conservative Hybrid Fund - Regular - Growth

Market Cap

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Nippon India Conservative Hybrid Fund - Regular - Growth
Others	80.54	87.95
Large Cap	17.01	11.03
Small Cap	1.06	-
Mid Cap	1.39	1.03

Sector Allocation

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Nippon India Conservative Hybrid Fund - Regular - Growth
Others	79.81	83.05
Energy	2.24	1.16
Technology	1.72	1.19
Industrials	1.52	1.61
Financial Services	8.14	4.86
Real Estate	0.63	3.36
Healthcare	1.7	0.58
Consumer Cyclical	1.13	1.51
Communication Services	0.99	0.55
Consumer Defensive	0.6	0.88
Utilities	1.34	0.35
Basic Materials	0.18	0.91

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