SBI Conservative Hybrid Fund vs HDFC Hybrid Debt Fund compare

HDFC Hybrid Debt Fund - Growth Plan

SBI Conservative Hybrid Fund - Regular Plan - Growth

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

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	SBI Conservative Hybrid Fund - Regular Plan - Growth
1 Month	0.87%	0.79%
6 Month	7.28%	8.19%
1 Year	16.56%	14.65%
3 Year	11.09%	10.82%
5 Year	11.51%	11.71%

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	SBI Conservative Hybrid Fund - Regular Plan - Growth
6 Month	-	-
1 Year	7.05%	6.97%
3 Year	19.32%	18.13%
5 Year	34.25%	33.27%

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	SBI Conservative Hybrid Fund - Regular Plan - Growth
1 Year	10.92%	11.02%
3 Year	27.15%	26.7%
5 Year	35.62%	34.85%

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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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

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

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