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Compare SBI Conservative Hybrid Fund vs HDFC Hybrid Debt Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | High | NA |
Rating | 4.0 | 4.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.54 | 1.72 |
NAV | ₹70.89 | ₹81.42 |
Fund Started | 22 Feb 2001 | 17 Nov 2003 |
Fund Size | ₹9612.10 Cr | ₹3363.81 Cr |
Exit Load | For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year | Exit load for units in excess of 15% of the investment, 1% will be charged for redemption within 1 year |
Risk
High
NA
Rating
4.0
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.54
1.72
NAV
₹70.89
₹81.42
Fund Started
22 Feb 2001
17 Nov 2003
Fund Size
₹9612.10 Cr
₹3363.81 Cr
Exit Load
For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year
Exit load for units in excess of 15% of the investment, 1% will be charged for redemption within 1 year
Returns
1 Year | 8.53% | 8.78% |
3 Year | 10.41% | 11.48% |
5 Year | 12.51% | 13.03% |
1 Year
8.53%
8.78%
3 Year
10.41%
11.48%
5 Year
12.51%
13.03%
Holding Analysis
Equity | 23.37% | 20.64% |
Cash | 3.72% | 4.00% |
Equity
23.37%
20.64%
Cash
3.72%
4.00%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Reliance Industries Ltd. | 2.48% |
ICICI Bank Ltd. | 1.67% |
Bajaj Finance Ltd. | 1.35% |
Infosys Ltd. | 1.20% |
Axis Bank Ltd. | 1.15% |
Tata Consultancy Services Ltd. | 1.01% |
Aether Industries Ltd. | 0.89% |
Grindwell Norton Ltd. | 0.85% |
HDFC Asset Management Company Ltd. | 0.76% |
State Bank of India | 0.73% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 2.40% |
HDFC Bank Ltd. | 1.93% |
State Bank of India | 1.17% |
Axis Bank Ltd. | 1.09% |
Reliance Industries Ltd. | 0.87% |
Infosys Ltd. | 0.81% |
Sun Pharmaceutical Industries Ltd. | 0.79% |
Larsen & Toubro Ltd. | 0.74% |
Bharti Airtel Ltd. | 0.73% |
Tata Consultancy Services Ltd. | 0.72% |
Fund Manager
Name | Saurabh Pant | Dhruv Muchhal |
Start Date | 01 Jan 2022 | 14 Sep 2023 |
Name
Saurabh Pant
Dhruv Muchhal
Start Date
01 Jan 2022
14 Sep 2023
About Fund
Description | The scheme seeks to provide the investors an opportunity to invest primarily in Debt and Money market instruments and secondarily in equity and equity related instruments. | The scheme seeks to generate income/capital appreciation by investing primarily in debt securities, money market instruments and moderate exposure to equities. |
Launch Date | 22 Feb 2001 | 17 Nov 2003 |
Description
The scheme seeks to provide the investors an opportunity to invest primarily in Debt and Money market instruments and secondarily in equity and equity related instruments.
The scheme seeks to generate income/capital appreciation by investing primarily in debt securities, money market instruments and moderate exposure to equities.
Launch Date
22 Feb 2001
17 Nov 2003