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 High
Asset Size (Cr) ₹3231 Cr ₹9995 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 01 Dec 2003 25 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 1.77 1.11
Manager Dhruv Muchhal Pradeep Kesavan
ISIN Code INF179K01AE4 INF200K01859
Exits Load Exit load for units in excess of 15% of the investment, 1% will be charged for redemption within 1 year/365 For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year/365

Trailing Lumpsum Returns

Scheme Name HDFC Hybrid Debt Fund - Growth Plan SBI Conservative Hybrid Fund - Regular Plan - Growth
1 Month -0.14% -0.38%
6 Month 6.11% 7.12%
1 Year 15.11% 14.35%
3 Year 9.81% 9.08%
5 Year 11.01% 11.28%

SIP Return Analysis

Scheme Name HDFC Hybrid Debt Fund - Growth Plan SBI Conservative Hybrid Fund - Regular Plan - Growth
6 Month - -
1 Year 11.01% 12.03%
3 Year 12.23% 11.7%
5 Year 11.89% 11.62%

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 75.75 76.19
Large Cap 20.12 8.2
Small Cap 2.14 10.74
Mid Cap 1.99 4.87

Sector Allocation

Scheme Name

HDFC Hybrid Debt Fund - Growth Plan

SBI Conservative Hybrid Fund - Regular Plan - Growth

Others 75.11 17.61
Petroleum Products 1.66 -
IT - Software 2.23 -
Industrial Manufacturing 0.41 -
Transport Services 0.62 -
Construction 0.86 7.85
Finance 0.67 -
Banks 7.68 -
Realty 0.55 -
Pharmaceuticals & Biotechnology 2.17 -
Aerospace & Defense 0.92 -
Automobiles 1.02 -
Insurance 0.35 0.57
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 - 13.86
Energy - 5.32
Technology - 2.03
Metals & Mining - 2.21
Financial - 28.03
Services - 1.84
Materials - 1.29
Healthcare - 0.6
Automobile - 1.17
Consumer Discretionary - 1.42
Chemicals - 1.06
Consumer Staples - 1.74
Communication - 7.75
Capital Goods - 5.19
Textiles - 0.46

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