SBI Conservative Hybrid Fund vs HDFC Hybrid Debt Fund compare

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HDFC Hybrid Debt Fund - Growth Plan

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SBI 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	SBI Conservative Hybrid Fund - Regular Plan - Growth
Fund	HDFC Hybrid Debt Fund - Growth Plan	SBI Conservative Hybrid Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderately High
Asset Size (Cr)	₹3348 Cr	₹9859 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	26 Dec 2003	23 Mar 2001
Category	Conservative	Conservative
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 15:85	NIFTY 50 Hybrid Composite Debt 15:85
Turn Over	11.39%	252%
Expense Ratio	1.77	1.54
Manager	Dhruv Muchhal	Pradeep Kesavan
ISIN Code	INF179K01AE4	INF200K01859
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	SBI Conservative Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	SBI Conservative Hybrid Fund - Regular Plan - Growth
1 Month	1.06%	0.6%
6 Month	2.42%	4.2%
1 Year	4.67%	4.96%
3 Year	10.81%	10.2%
5 Year	11.37%	11.13%

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	SBI Conservative Hybrid Fund - Regular Plan - Growth
6 Month	1.12%	1.36%
1 Year	6.26%	7.91%
3 Year	9%	9.36%
5 Year	9.55%	9.55%

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	SBI Conservative Hybrid Fund - Regular Plan - Growth
1 Year	9.88%	8.45%
3 Year	10.47%	8.55%
5 Year	10.18%	8.47%

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	SBI Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation	3.95%	3.34%
Sharp	0.90%	0.94%
Beta	1.26%	1.00%
Alpha	0.62%	0.81%

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	SBI Conservative Hybrid Fund - Regular Plan - Growth
Name	Dhruv Muchhal	Pradeep Kesavan
Total AUM	₹520687 Cr	₹434274 Cr
Funds Managed	40	43
	HDFC Hybrid Debt Fund - Growth Plan	SBI Conservative Hybrid Fund - Regular Plan - Growth

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	SBI Conservative Hybrid Fund - Regular Plan - Growth
Others	80.54	76.48
Large Cap	17.01	8.96
Small Cap	1.06	10.61
Mid Cap	1.39	3.95

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	SBI Conservative Hybrid Fund - Regular Plan - Growth
Others	79.81	75.63
Energy	2.24	1.52
Technology	1.72	-
Industrials	1.52	5.21
Financial Services	8.14	6.78
Real Estate	0.63	-
Healthcare	1.7	1.69
Consumer Cyclical	1.13	1.73
Communication Services	0.99	-
Consumer Defensive	0.6	1.82
Utilities	1.34	-
Basic Materials	0.18	5.63