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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) | ₹3293 Cr | ₹27 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 | 2.08% | 2.3% |
| 6 Month | 3.28% | 3.34% |
| 1 Year | 9.13% | 9.01% |
| 3 Year | 11% | 8.11% |
| 5 Year | 12.66% | 9.6% |
SIP Return Analysis
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.2% | 3.14% |
| 1 Year | 7.59% | 7.59% |
| 3 Year | 11.36% | 8.78% |
| 5 Year | 11.09% | 8.54% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.2% | 7.67% |
| 3 Year | 10.46% | 7.96% |
| 5 Year | 10.1% | 7.63% |
Risk Management
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.05% | 3.55% |
| Sharp | 0.73% | -0.011% |
| Beta | 1.125% | 1.006% |
| Alpha | 1.862% | -0.98% |
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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 | 80.2 | 81.82 |
| Large Cap | 16.94 | 16.41 |
| Small Cap | 1.48 | 0 |
| Mid Cap | 1.38 | 1.77 |
Sector Allocation
| Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| Others | 80.07 | 81.72 |
| Energy | 1.83 | 2 |
| Technology | 2.28 | 2.38 |
| Industrials | 1.7 | 0.48 |
| Financial Services | 7.8 | 6.99 |
| Healthcare | 2.11 | 0.43 |
| Consumer Cyclical | 1.43 | 1.47 |
| Consumer Defensive | 0.69 | 1.53 |
| Communication Services | 0.84 | 1.69 |
| Utilities | 1.1 | - |
| Basic Materials | 0.15 | 1.3 |
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