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) | ₹3409 Cr | ₹22 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 | -0.31% | -0.5% |
6 Month | 3.95% | 3.35% |
1 Year | 4.59% | 4.54% |
3 Year | 10.92% | 7.82% |
5 Year | 11.51% | 8.45% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.75% | 1.24% |
1 Year | 6.01% | 4.7% |
3 Year | 10.05% | 7.51% |
5 Year | 10.25% | 7.74% |
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 | 4.00% | 3.62% |
Sharp | 1.25% | 0.53% |
Beta | 1.20% | 1.11% |
Alpha | 0.90% | -1.82% |
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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 | 79.17 | 79.84 |
Large Cap | 18.24 | 18.17 |
Small Cap | 1.09 | - |
Mid Cap | 1.5 | 1.98 |
Sector Allocation
Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
---|---|---|
Others | 78.51 | 78.72 |
Energy | 2.25 | 2.48 |
Technology | 1.98 | 2.2 |
Industrials | 1.61 | 0.54 |
Financial Services | 8.73 | 8.04 |
Real Estate | 0.57 | - |
Healthcare | 1.83 | 0.45 |
Consumer Cyclical | 1.33 | 1.46 |
Communication Services | 1.07 | 1.97 |
Consumer Defensive | 0.73 | 1.62 |
Utilities | 1.21 | 1 |
Basic Materials | 0.16 | 1.51 |
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