SBI Conservative Hybrid Fund vs HDFC Hybrid Debt Fund compare
HDFC Hybrid Debt Fund - Growth Plan
SBI Conservative Hybrid Fund - Regular Plan - Growth
Chart Comparison
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) | ₹3377 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | SBI Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.45% | 0.89% |
| 6 Month | 1.53% | 4.27% |
| 1 Year | 4.68% | 5.85% |
| 3 Year | 10.02% | 10.1% |
| 5 Year | 10.86% | 10.73% |
SIP Return Analysis
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | SBI Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.14% | 1.98% |
| 1 Year | 5.84% | 8.86% |
| 3 Year | 8.65% | 9.57% |
| 5 Year | 9.33% | 9.64% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | SBI Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.91% | 3.35% |
| Sharp | 0.86% | 0.97% |
| Beta | 1.25% | 1.00% |
| Alpha | 0.30% | 0.78% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 80.11 | 76.45 |
| Large Cap | 17.41 | 9.94 |
| Small Cap | 1.07 | 10.13 |
| Mid Cap | 1.41 | 3.48 |
Sector Allocation
| Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 79.39 | 76.43 |
| Energy | 2.24 | 1.51 |
| Technology | 1.84 | 0.01 |
| Industrials | 1.55 | 4.35 |
| Financial Services | 8.32 | 7.28 |
| Real Estate | 0.63 | - |
| Healthcare | 1.74 | 1.7 |
| Consumer Cyclical | 1.14 | 1.15 |
| Communication Services | 1.02 | - |
| Consumer Defensive | 0.59 | 1.89 |
| Utilities | 1.34 | - |
| Basic Materials | 0.19 | 5.67 |
Top Comparisons
SBI Equity Minimum Variance Fund - Regular Plan - Growth
3Y Returns12.73%
Tata Ethical Fund-Regular Plan - Growth Option
3Y Returns10.5%
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns17.53%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns15.86%
ITI Balanced Advantage Fund Regular - Growth
3Y Returns11.22%
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns9.65%
ICICI Prudential Asset Allocator Fund (FOF) - Growth
3Y Returns14.12%
Motilal Oswal Asset Allocation FOF- A- Regular Growth
3Y Returns17.41%