HDFC Hybrid Debt Fund vs HSBC Conservative Hybrid Fund compare

Overview

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	HSBC Conservative Hybrid Fund - Regular Growth
Fund	HDFC Hybrid Debt Fund - Growth Plan	HSBC Conservative Hybrid Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderately High
Asset Size (Cr)	₹3231 Cr	₹122 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	01 Dec 2003	24 Feb 2004
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%	27%
Expense Ratio	1.77	2.17
Manager	Dhruv Muchhal	Mahesh A Chhabria
ISIN Code	INF179K01AE4	INF336L01099
Exits Load	Exit load for units in excess of 15% of the investment, 1% will be charged for redemption within 1 year/365	Nil/365

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	HSBC Conservative Hybrid Fund - Regular Growth
1 Month	0.87%	1.06%
6 Month	7.28%	10.55%
1 Year	16.56%	17.97%
3 Year	11.09%	9.02%
5 Year	11.51%	9.38%

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	HSBC Conservative Hybrid Fund - Regular Growth
6 Month	-	-
1 Year	7.05%	8.49%
3 Year	19.32%	17.43%
5 Year	34.25%	26.97%

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	HSBC Conservative Hybrid Fund - Regular Growth
1 Year	10.92%	8.63%
3 Year	27.15%	20.94%
5 Year	35.62%	28.87%

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	HSBC Conservative Hybrid Fund - Regular Growth
Standard Deviation	3.8%	4.11%
Sharp	1.04%	0.6%
Beta	0.7%	0.81%
Alpha	3.01%	1.4%

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	HSBC Conservative Hybrid Fund - Regular Growth
Name	Dhruv Muchhal	Mahesh A Chhabria
Total AUM	₹520687 Cr	₹15021 Cr
Fund Manage	40	9
	HDFC Hybrid Debt Fund - Growth Plan	HSBC Conservative Hybrid Fund - Regular Growth

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	HSBC Conservative Hybrid Fund - Regular Growth
Others	75.75	78.25
Large Cap	20.12	6.69
Mid Cap	1.99	5.03
Small Cap	2.14	10.03

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	HSBC Conservative Hybrid Fund - Regular Growth
Others	75.11	19.32
Banks	7.68	-
Telecom - Services	1.12	-
IT - Software	2.23	-
Petroleum Products	1.66	-
Power	1.62	-
Construction	0.86	4.94
Diversified FMCG	0.72	-
Pharmaceuticals & Biotechnology	2.17	-
Aerospace & Defense	0.92	-
Realty	0.55	-
Automobiles	1.02	-
Consumable Fuels	0.44	-
Industrial Manufacturing	0.41	-
Industrial Products	0.66	-
Oil	0.38	-
Gas	0.36	-
Insurance	0.35	-
Finance	0.67	-
Transport Services	0.62	-
Auto Components	0.45	-
Sovereign	-	52.63
Financial	-	5.81
Capital Goods	-	11.66
Services	-	2.94
Technology	-	1.93
Consumer Discretionary	-	0.77