HSBC Conservative Hybrid Fund vs HDFC Hybrid Debt 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	-1.18%	-1.35%
6 Month	4.26%	5.64%
1 Year	13.27%	15.48%
3 Year	9.56%	8.04%
5 Year	10.63%	8.78%

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	HSBC Conservative Hybrid Fund - Regular Growth
6 Month	-	-
1 Year	11.01%	14.08%
3 Year	12.23%	11.96%
5 Year	11.89%	10.16%

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	HSBC Conservative Hybrid Fund - Regular Growth
1 Year	10.17%	9.17%
3 Year	10.51%	8.39%
5 Year	10.07%	8.79%

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
Small Cap	2.14	10.03
Mid Cap	1.99	5.03

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	HSBC Conservative Hybrid Fund - Regular Growth
Others	75.11	19.32
Petroleum Products	1.66	-
IT - Software	2.23	-
Industrial Manufacturing	0.41	-
Transport Services	0.62	-
Construction	0.86	4.94
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	-	52.63
Capital Goods	-	11.66
Technology	-	1.93
Financial	-	5.81
Services	-	2.94
Consumer Discretionary	-	0.77