Nippon India Hybrid Bond Fund vs HDFC Hybrid Debt Fund compare
HDFC Hybrid Debt Fund - Growth Plan
Nippon India Conservative Hybrid Fund - Regular - Growth
Chart Comparison
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) | ₹3373 Cr | ₹923 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 | -0.2% | 0.35% |
| 6 Month | 1.7% | 4.38% |
| 1 Year | 4.96% | 9.48% |
| 3 Year | 9.64% | 9.08% |
| 5 Year | 9.82% | 8.53% |
SIP Return Analysis
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| 6 Month | 0.72% | 2% |
| 1 Year | 4.48% | 9.51% |
| 3 Year | 7.97% | 9.02% |
| 5 Year | 8.95% | 8.64% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| 1 Year | 9.7% | 8.53% |
| 3 Year | 10.44% | 8.94% |
| 5 Year | 10.19% | 9.92% |
Risk Management
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 3.85% | 2.07% |
| Sharp | 0.76% | 1.61% |
| Beta | 1.26% | 0.4% |
| Alpha | 0.30% | 1.65% |
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 | 79.48 | 87.29 |
| Large Cap | 18.06 | 11.45 |
| Small Cap | 1.02 | - |
| Mid Cap | 1.44 | 1.26 |
Sector Allocation
| Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
Nippon India Conservative Hybrid Fund - Regular - Growth |
|---|---|---|
| Others | 78.75 | 82.38 |
| Energy | 2.39 | 1.27 |
| Technology | 1.97 | 1.27 |
| Industrials | 1.61 | 1.64 |
| Financial Services | 8.63 | 5.25 |
| Real Estate | 0.63 | 3.29 |
| Healthcare | 1.84 | 0.61 |
| Consumer Cyclical | 1.17 | 1.56 |
| Communication Services | 0.99 | 0.6 |
| Consumer Defensive | 0.6 | 0.87 |
| Utilities | 1.25 | 0.33 |
| Basic Materials | 0.17 | 0.93 |
Top Comparisons
Kotak Flexicap Fund - Growth
3Y Returns15.82%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns14.93%
Bandhan Gilt Fund - Regular Plan - Growth
3Y Returns6.91%
UTI - Gilt Fund - Regular Plan - Growth Option
3Y Returns6.84%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns18.37%
Sundaram Services Fund Regular Plan - Growth
3Y Returns17.45%
Aditya Birla Sun Life Consumption Fund-Growth Option
3Y Returns14.15%
HSBC Consumption Fund - Regular (G)
3Y Returns0%