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) | ₹3342 Cr | ₹894 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 | 0.45% | 0.83% |
6 Month | 4.53% | 5.96% |
1 Year | 3.37% | 7.62% |
3 Year | 9.9% | 8.71% |
5 Year | 11.15% | 8.88% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Nippon India Conservative Hybrid Fund - Regular - Growth |
---|---|---|
6 Month | 0.33% | 2.08% |
1 Year | 4.47% | 9.11% |
3 Year | 8.78% | 8.82% |
5 Year | 9.39% | 8.46% |
Rolling Lumpsum Returns
Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Nippon India Conservative Hybrid Fund - Regular - Growth |
---|---|---|
1 Year | 9.97% | 8.65% |
3 Year | 10.49% | 9.03% |
5 Year | 10.16% | 10.07% |
Risk Management
Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Nippon India Conservative Hybrid Fund - Regular - Growth |
---|---|---|
Standard Deviation | 4.06% | 1.97% |
Sharp | 0.73% | 0.93% |
Beta | 1.24% | 0.54% |
Alpha | 0.81% | 0.91% |
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 | 80.35 | 87.78 |
Large Cap | 17.26 | 11.16 |
Small Cap | 1.05 | - |
Mid Cap | 1.34 | 1.06 |
Sector Allocation
Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
Nippon India Conservative Hybrid Fund - Regular - Growth |
---|---|---|
Others | 79.68 | 84.4 |
Energy | 2.12 | 1.25 |
Technology | 1.76 | 1.24 |
Industrials | 1.52 | 1.58 |
Financial Services | 8.17 | 5.09 |
Real Estate | 0.57 | 1.92 |
Healthcare | 1.74 | 0.61 |
Consumer Cyclical | 1.35 | 1.24 |
Communication Services | 0.98 | 0.55 |
Consumer Defensive | 0.73 | 0.87 |
Utilities | 1.21 | 0.36 |
Basic Materials | 0.17 | 0.89 |
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