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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) ₹3374 Cr ₹9784 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 -1.35% -0.41%
6 Month 4.28% 6.4%
1 Year 2.54% 4.42%
3 Year 9.99% 9.75%
5 Year 10.71% 11.15%

SIP Return Analysis

Scheme Name HDFC Hybrid Debt Fund - Growth Plan SBI Conservative Hybrid Fund - Regular Plan - Growth
6 Month -0.82% 1.06%
1 Year 2.19% 5.9%
3 Year 8.31% 9.2%
5 Year 9.22% 9.54%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Debt Fund - Growth Plan SBI Conservative Hybrid Fund - Regular Plan - Growth
1 Year 9.97% 8.48%
3 Year 10.49% 8.53%
5 Year 10.16% 8.45%

Risk Management

Scheme Name HDFC Hybrid Debt Fund - Growth Plan SBI Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation 3.91% 3.34%
Sharp 1.02% 1.09%
Beta 1.22% 0.97%
Alpha 0.82% 1.10%

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 80.28 77.02
Large Cap 17.31 8.01
Small Cap 1.07 8.8
Mid Cap 1.34 6.17

Sector Allocation

Scheme Name

HDFC Hybrid Debt Fund - Growth Plan

SBI Conservative Hybrid Fund - Regular Plan - Growth

Others 79.6 77.02
Energy 2.15 2.2
Technology 1.78 -
Industrials 1.52 3.69
Financial Services 8.2 7.56
Real Estate 0.58 -
Healthcare 1.75 1.88
Consumer Cyclical 1.31 2.01
Communication Services 1.01 -
Consumer Defensive 0.73 1.95
Utilities 1.2 -
Basic Materials 0.17 3.68

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