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SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs HDFC Hybrid Debt Fund compare
HDFC Hybrid Debt Fund - Growth Plan
Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Chart Comparison
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) | ₹3342 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 | 0.18% | 0.31% |
| 6 Month | 4.5% | 3.48% |
| 1 Year | 3.35% | 2.25% |
| 3 Year | 9.9% | 6.89% |
| 5 Year | 11.13% | 8.3% |
SIP Return Analysis
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.33% | -0.1% |
| 1 Year | 4.47% | 2.98% |
| 3 Year | 8.78% | 6.41% |
| 5 Year | 9.39% | 6.98% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.97% | 7.6% |
| 3 Year | 10.49% | 7.99% |
| 5 Year | 10.16% | 7.88% |
Risk Management
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.06% | 3.72% |
| Sharp | 0.73% | 0.03% |
| Beta | 1.24% | 1.16% |
| Alpha | 0.81% | -1.84% |
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 | 80.35 | 79.74 |
| Large Cap | 17.26 | 17.99 |
| Small Cap | 1.05 | - |
| Mid Cap | 1.34 | 2.28 |
Sector Allocation
| Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 79.68 | 78.46 |
| Energy | 2.12 | 2.72 |
| Technology | 1.76 | 2.17 |
| Industrials | 1.52 | 0.43 |
| Financial Services | 8.17 | 7.59 |
| Real Estate | 0.57 | - |
| Healthcare | 1.74 | 0.63 |
| Consumer Cyclical | 1.35 | 1.82 |
| Communication Services | 0.98 | 2.11 |
| Consumer Defensive | 0.73 | 0.93 |
| Utilities | 1.21 | 1.28 |
| Basic Materials | 0.17 | 1.86 |
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