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SBI Conservative Hybrid Fund vs HDFC Hybrid Debt Fund compare

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tortoise-icon HDFC Hybrid Debt Fund - Growth Plan

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tortoise-icon 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) ₹3379 Cr ₹9953 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 0.73% 0.43%
6 Month 1.35% 2.99%
1 Year 4.74% 5.99%
3 Year 9.73% 9.77%
5 Year 10.22% 9.98%

SIP Return Analysis

Scheme Name HDFC Hybrid Debt Fund - Growth Plan SBI Conservative Hybrid Fund - Regular Plan - Growth
6 Month 1.61% 1.67%
1 Year 6.4% 8.36%
3 Year 8.54% 9.17%
5 Year 9.24% 9.4%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Debt Fund - Growth Plan SBI Conservative Hybrid Fund - Regular Plan - Growth
1 Year 9.72% 8.43%
3 Year 10.45% 8.6%
5 Year 10.2% 8.49%

Risk Management

Scheme Name HDFC Hybrid Debt Fund - Growth Plan SBI Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation 3.85% 3.08%
Sharp 0.76% 1.19%
Beta 1.26% 0.45%
Alpha 0.30% 1.8%

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 79.71 76.05
Large Cap 17.78 9.92
Small Cap 1.07 10.1
Mid Cap 1.44 3.93

Sector Allocation

Scheme Name

HDFC Hybrid Debt Fund - Growth Plan

SBI Conservative Hybrid Fund - Regular Plan - Growth

Others 79 76.03
Energy 2.39 1.4
Technology 1.92 -
Industrials 1.59 4.18
Financial Services 8.5 7.69
Real Estate 0.62 -
Healthcare 1.8 2.15
Consumer Cyclical 1.14 1.07
Communication Services 0.99 -
Consumer Defensive 0.6 2.12
Utilities 1.27 -
Basic Materials 0.18 5.36

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