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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) ₹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

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