SBI Conservative Hybrid Fund vs HDFC Hybrid Debt Fund compare

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tortoise-icon HDFC Hybrid Debt Fund - Growth Plan

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tortoise-icon SBI 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 SBI Conservative Hybrid Fund - Regular Plan - Growth
Fund HDFC Hybrid Debt Fund - Growth Plan SBI Conservative Hybrid Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹3320 Cr ₹10076 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 26 Dec 2003 23 Mar 2001
Category Conservative Conservative
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite Debt 15:85 NIFTY 50 Hybrid Composite Debt 15:85
Turn Over 11.39% 252%
Expense Ratio 1.76 1.12
Manager Dhruv Muchhal Pradeep Kesavan
ISIN Code INF179K01AE4 INF200K01859
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 SBI Conservative Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HDFC Hybrid Debt Fund - Growth Plan SBI Conservative Hybrid Fund - Regular Plan - Growth
1 Month 0.38% 0.5%
6 Month 3.12% 3.27%
1 Year 10.59% 11.58%
3 Year 10.03% 9.3%
5 Year 10.84% 11.18%

SIP Return Analysis

Scheme Name HDFC Hybrid Debt Fund - Growth Plan SBI Conservative Hybrid Fund - Regular Plan - Growth
6 Month - -
1 Year 7.54% 8.86%
3 Year 11.37% 10.95%
5 Year 11.38% 11.16%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Debt Fund - Growth Plan SBI Conservative Hybrid Fund - Regular Plan - Growth
1 Year 10.17% 8.46%
3 Year 10.51% 8.42%
5 Year 10.07% 8.34%

Risk Management

Scheme Name HDFC Hybrid Debt Fund - Growth Plan SBI Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation 3.8% 3.08%
Sharp 1.04% 1.21%
Beta 0.7% 0.52%
Alpha 3.01% 3.14%

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Fund Managers

Scheme Name HDFC Hybrid Debt Fund - Growth Plan SBI Conservative Hybrid Fund - Regular Plan - Growth
Name Dhruv Muchhal Pradeep Kesavan
Total AUM ₹520687 Cr ₹434274 Cr
Fund Manage 40 43
HDFC Hybrid Debt Fund - Growth Plan SBI Conservative Hybrid Fund - Regular Plan - Growth

Market Cap

Scheme Name

HDFC Hybrid Debt Fund - Growth Plan

SBI Conservative Hybrid Fund - Regular Plan - Growth

Others 77.29 76.36
Large Cap 18.49 7.42
Small Cap 2.04 12.74
Mid Cap 2.18 3.48

Sector Allocation

Scheme Name

HDFC Hybrid Debt Fund - Growth Plan

SBI Conservative Hybrid Fund - Regular Plan - Growth

Others 77.29 76.36
Petroleum Products 1.26 0.49
IT - Software 2.33 2.08
Industrial Manufacturing 0.43 0.9
Transport Services 0.49 0.32
Construction 0.85 0.88
Finance 0.54 1.56
Banks 7.21 3.41
Realty 0.6 -
Pharmaceuticals & Biotechnology 2.44 0.92
Aerospace & Defense 0.32 -
Automobiles 0.66 -
Insurance 0.37 0.41
Diversified FMCG 0.81 0.36
Oil 0.32 -
Industrial Products 0.55 2.91
Gas 0.35 -
Telecom - Services 0.97 -
Consumable Fuels 0.34 -
Auto Components 0.38 1.32
Power 1.39 -
Paper, Forest & Jute Products 0.1 -
Capital Markets - 1
Cement & Cement Products - 0.55
Consumer Durables - 1.2
Chemicals & Petrochemicals - 1.09
Transport Infrastructure - 0.74
Personal Products - 0.51
Agricultural Food & other Products - 0.69
Electrical Equipment - 0.4
Textiles & Apparels - 0.7
Food Products - 0.73
Leisure Services - 0.47

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