SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs HDFC Hybrid Debt Fund compare

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs HDFC Hybrid Debt Fund compare

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HDFC Hybrid Debt Fund - Growth Plan

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Sundaram 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	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Fund	HDFC Hybrid Debt Fund - Growth Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderately High
Asset Size (Cr)	₹3377 Cr	₹21 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹250
Min Addl Investment	₹100	₹500
Launch Date	26 Dec 2003	25 Jan 2010
Category	Conservative	Conservative
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 15:85	CRISIL Hybrid 85+15 Conservative TRI
Turn Over	11.39%	252%
Expense Ratio	1.77	2.19
Manager	Dhruv Muchhal	Dwijendra Srivastava
ISIN Code	INF179K01AE4	INF903J01HB0
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	Data not available./365

Trailing Lumpsum Returns

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Month	0.97%	0.81%
6 Month	1.57%	0.02%
1 Year	4.94%	3.54%
3 Year	10.25%	7.16%
5 Year	11.21%	8.27%

SIP Return Analysis

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
6 Month	0.2%	-0.33%
1 Year	3.89%	1.8%
3 Year	8%	5.65%
5 Year	8.95%	6.51%

Rolling Lumpsum Returns

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Year	9.88%	7.53%
3 Year	10.47%	7.93%
5 Year	10.18%	7.95%

Risk Management

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation	3.91%	3.59%
Sharp	0.86%	0.13%
Beta	1.25%	1.17%
Alpha	0.30%	-2.37%

Fund Managers

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Name	Dhruv Muchhal	Dwijendra Srivastava
Total AUM	₹520687 Cr	₹14140 Cr
Funds Managed	40	14
	HDFC Hybrid Debt Fund - Growth Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth

Market Cap

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	80.54	79.45
Large Cap	17.01	18.27
Small Cap	1.06	-
Mid Cap	1.39	2.28

Sector Allocation

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	79.81	78.08
Energy	2.24	2.81
Technology	1.72	2.14
Industrials	1.52	0.44
Financial Services	8.14	7.54
Real Estate	0.63	-
Healthcare	1.7	0.65
Consumer Cyclical	1.13	2.02
Communication Services	0.99	2.16
Consumer Defensive	0.6	0.93
Utilities	1.34	1.37
Basic Materials	0.18	1.86

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