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	Moderately High
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	2.98%	2.56%
6 Month	0.28%	-0.1%
1 Year	7.99%	6.51%
3 Year	10.2%	7.06%
5 Year	12.55%	9.73%

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month	1.27%	1.06%
1 Year	4.71%	4.47%
3 Year	10.59%	7.79%
5 Year	10.75%	8.04%

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	4.05%	3.55%
Sharp	0.73%	-0.011%
Beta	1.125%	1.006%
Alpha	1.862%	-0.98%

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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
Funds Managed	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	80.2	81.82
Large Cap	16.94	16.41
Small Cap	1.48	0
Mid Cap	1.38	1.77

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Others	80.07	81.72
Energy	1.83	2
Technology	2.28	2.38
Industrials	1.7	0.48
Financial Services	7.8	6.99
Healthcare	2.11	0.43
Consumer Cyclical	1.43	1.47
Consumer Defensive	0.69	1.53
Communication Services	0.84	1.69
Utilities	1.1	-
Basic Materials	0.15	1.3