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

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tortoise-icon HDFC Hybrid Debt Fund - Growth Plan

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tortoise-icon 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) ₹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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