SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs HDFC Hybrid Debt Fund compare

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tortoise-icon HDFC Hybrid Debt Fund - Growth Plan

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tortoise-icon SUNDARAM 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 SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Fund HDFC Hybrid Debt Fund - Growth Plan SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹3320 Cr ₹28 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹250
Min Addl Investment ₹100 ₹500
Launch Date 26 Dec 2003 25 Jan 2010
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% 252%
Expense Ratio 1.76 2.16
Manager Dhruv Muchhal Dwijendra Srivastava
ISIN Code INF179K01AE4 INF903J01HB0
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

Trailing Lumpsum Returns

Scheme Name HDFC Hybrid Debt Fund - Growth Plan SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Month 0.38% 0.6%
6 Month 3.12% 3.44%
1 Year 10.59% 8.24%
3 Year 10.03% 6.68%
5 Year 10.84% 8.25%

SIP Return Analysis

Scheme Name HDFC Hybrid Debt Fund - Growth Plan SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month - -
1 Year 7.54% 6.63%
3 Year 11.37% 8.17%
5 Year 11.38% 8.56%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Debt Fund - Growth Plan SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Year 10.17% 7.64%
3 Year 10.51% 8.12%
5 Year 10.07% 7.37%

Risk Management

Scheme Name HDFC Hybrid Debt Fund - Growth Plan SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Standard Deviation 3.8% 4.91%
Sharp 1.04% 0.48%
Beta 0.7% 0.7%
Alpha 3.01% 1.37%

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Fund Managers

Scheme Name HDFC Hybrid Debt Fund - Growth Plan SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Name Dhruv Muchhal Dwijendra Srivastava
Total AUM ₹520687 Cr ₹14140 Cr
Fund Manage 40 14
HDFC Hybrid Debt Fund - Growth Plan SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Market Cap

Scheme Name

HDFC Hybrid Debt Fund - Growth Plan

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Others 77.29 78.63
Large Cap 18.49 17.53
Small Cap 2.04 0.98
Mid Cap 2.18 2.83

Sector Allocation

Scheme Name

HDFC Hybrid Debt Fund - Growth Plan

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Others 77.29 78.63
Petroleum Products 1.26 2.13
IT - Software 2.33 2.3
Industrial Manufacturing 0.43 -
Transport Services 0.49 -
Construction 0.85 0.79
Finance 0.54 -
Banks 7.21 6.45
Realty 0.6 -
Pharmaceuticals & Biotechnology 2.44 1.19
Aerospace & Defense 0.32 -
Automobiles 0.66 0.97
Insurance 0.37 0.54
Diversified FMCG 0.81 0.71
Oil 0.32 -
Industrial Products 0.55 -
Gas 0.35 -
Telecom - Services 0.97 1.56
Consumable Fuels 0.34 -
Auto Components 0.38 0.37
Power 1.39 0.98
Paper, Forest & Jute Products 0.1 -
Cement & Cement Products - 0.94
Agricultural Food & other Products - 0.46
Beverages - 1.01
Fertilizers & Agrochemicals - 0.52
Leisure Services - 0.42

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