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

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HDFC Hybrid Debt Fund - Growth Plan

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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 Risk	Moderately High Risk
Asset Size (Cr)	₹3293 Cr	₹27 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	1.77	2.19
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

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Month	-0.41%	-0.21%
6 Month	-0.38%	0.28%
1 Year	6.45%	5.22%
3 Year	9.62%	6.47%
5 Year	10.18%	7.67%

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month	-	-
1 Year	3%	2.75%
3 Year	9.82%	6.97%
5 Year	10.43%	7.72%

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Year	10.2%	7.67%
3 Year	10.46%	7.96%
5 Year	10.1%	7.63%

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Standard Deviation	3.954%	3.463%
Sharp	0.82%	0.074%
Beta	1.102%	1.001%
Alpha	1.671%	-1.111%

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

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