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) | ₹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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