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)	₹3320 Cr	₹137 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	26 Dec 2003	24 Feb 2004
Category	Conservative	Conservative
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 15:85	NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index
Turn Over	11.39%	27%
Expense Ratio	1.76	2.17
Manager	Dhruv Muchhal	Mahesh A Chhabria
ISIN Code	INF179K01AE4	INF336L01099
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

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	HSBC Conservative Hybrid Fund - Regular Growth
1 Month	0.38%	2.86%
6 Month	3.12%	5.07%
1 Year	10.59%	15.62%
3 Year	10.03%	9.12%
5 Year	10.84%	9.31%

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	HSBC Conservative Hybrid Fund - Regular Growth
6 Month	-	-
1 Year	7.54%	14.66%
3 Year	11.37%	12.75%
5 Year	11.38%	10.63%

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	77.29	78.25
Large Cap	18.49	6.69
Small Cap	2.04	10.03
Mid Cap	2.18	5.03

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	HSBC Conservative Hybrid Fund - Regular Growth
Others	77.29	19.32
Petroleum Products	1.26	-
IT - Software	2.33	-
Industrial Manufacturing	0.43	-
Transport Services	0.49	-
Construction	0.85	4.94
Finance	0.54	-
Banks	7.21	-
Realty	0.6	-
Pharmaceuticals & Biotechnology	2.44	-
Aerospace & Defense	0.32	-
Automobiles	0.66	-
Insurance	0.37	-
Diversified FMCG	0.81	-
Oil	0.32	-
Industrial Products	0.55	-
Gas	0.35	-
Telecom - Services	0.97	-
Consumable Fuels	0.34	-
Auto Components	0.38	-
Power	1.39	-
Paper, Forest & Jute Products	0.1	-
Sovereign	-	52.63
Capital Goods	-	11.66
Technology	-	1.93
Financial	-	5.81
Services	-	2.94
Consumer Discretionary	-	0.77