HDFC Hybrid Debt Fund vs SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan 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) ₹3231 Cr ₹27 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹250
Min Addl Investment ₹100 ₹500
Launch Date 01 Dec 2003 01 Mar 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 2.14
Manager Dhruv Muchhal Dwijendra Srivastava
ISIN Code INF179K01AE4 INF903J01HB0
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

Trailing Lumpsum Returns

Scheme Name HDFC Hybrid Debt Fund - Growth Plan SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Month -1.01% -0.87%
6 Month 4.45% 4.35%
1 Year 13.47% 10.27%
3 Year 9.64% 6.28%
5 Year 10.68% 8.28%

SIP Return Analysis

Scheme Name HDFC Hybrid Debt Fund - Growth Plan SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month - -
1 Year 11.01% 8.99%
3 Year 12.23% 8.62%
5 Year 11.89% 8.84%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Debt Fund - Growth Plan SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Year 10.17% 7.64%
3 Year 10.51% 8.12%
5 Year 10.07% 7.37%

Risk Management

Scheme Name HDFC Hybrid Debt Fund - Growth Plan SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Standard Deviation 3.8% 4.91%
Sharp 1.04% 0.48%
Beta 0.7% 0.7%
Alpha 3.01% 1.37%

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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
Fund Manage 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 75.75 79.6
Large Cap 20.12 20.4
Small Cap 2.14 -
Mid Cap 1.99 -

Sector Allocation

Scheme Name

HDFC Hybrid Debt Fund - Growth Plan

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Others 75.11 25.17
Petroleum Products 1.66 -
IT - Software 2.23 -
Industrial Manufacturing 0.41 -
Transport Services 0.62 -
Construction 0.86 2.12
Finance 0.67 -
Banks 7.68 -
Realty 0.55 -
Pharmaceuticals & Biotechnology 2.17 -
Aerospace & Defense 0.92 -
Automobiles 1.02 -
Insurance 0.35 -
Diversified FMCG 0.72 -
Oil 0.38 -
Industrial Products 0.66 -
Gas 0.36 -
Telecom - Services 1.12 -
Consumable Fuels 0.44 -
Auto Components 0.45 -
Power 1.62 -
Sovereign - 53.42
Communication - 1.43
Energy - 2.26
Technology - 1.62
Financial - 8.56
Healthcare - 1.98
Materials - 0.75
Services - 0.94
Consumer Staples - 1.75

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