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

HDFC Hybrid Debt Fund - Growth Plan

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

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)	₹3231 Cr	₹27 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹250
Min Addl Investment	₹100	₹500
Launch Date	01 Dec 2003	01 Mar 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	1.77	2.14
Manager	Dhruv Muchhal	Dwijendra Srivastava
ISIN Code	INF179K01AE4	INF903J01HB0
Exits Load	Exit load for units in excess of 15% of the investment, 1% will be charged for redemption within 1 year/365	Nil/365

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Month	0.87%	0.72%
6 Month	7.28%	5.42%
1 Year	16.56%	11.21%
3 Year	11.09%	8.97%
5 Year	11.51%	9.1%

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month	-	-
1 Year	7.05%	4.59%
3 Year	19.32%	12.61%
5 Year	34.25%	23.66%

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Year	10.92%	8.28%
3 Year	27.15%	19.96%
5 Year	35.62%	25.47%

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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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

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Others	75.75	79.6
Large Cap	20.12	20.4
Mid Cap	1.99	-
Small Cap	2.14	-

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Others	75.11	25.17
Banks	7.68	-
Telecom - Services	1.12	-
IT - Software	2.23	-
Petroleum Products	1.66	-
Power	1.62	-
Construction	0.86	2.12
Diversified FMCG	0.72	-
Pharmaceuticals & Biotechnology	2.17	-
Aerospace & Defense	0.92	-
Realty	0.55	-
Automobiles	1.02	-
Consumable Fuels	0.44	-
Industrial Manufacturing	0.41	-
Industrial Products	0.66	-
Oil	0.38	-
Gas	0.36	-
Insurance	0.35	-
Finance	0.67	-
Transport Services	0.62	-
Auto Components	0.45	-
Sovereign	-	53.42
Financial	-	8.56
Energy	-	2.26
Healthcare	-	1.98
Consumer Staples	-	1.75
Communication	-	1.43
Services	-	0.94
Technology	-	1.62
Materials	-	0.75