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) | ₹3373 Cr | ₹9977 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 | -0.07% | -0.39% |
| 6 Month | 1.37% | 2.65% |
| 1 Year | 4.36% | 5.57% |
| 3 Year | 9.61% | 9.64% |
| 5 Year | 9.94% | 9.85% |
SIP Return Analysis
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | SBI Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.01% | 1.09% |
| 1 Year | 5.45% | 7.49% |
| 3 Year | 8.14% | 8.79% |
| 5 Year | 8.97% | 9.15% |
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% | 3.35% |
| Sharp | 0.76% | 0.94% |
| Beta | 1.26% | 1.03% |
| Alpha | 0.30% | 0.96% |
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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