Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
| KPIs* | Fund | Cat. Avg | Better Than Cat. Avg | In 1st Quartile | In 4th Quartile | Rank (In Cat.) | Min / Max |
|---|
All parametrs are in percentage
| Fund Name | Category Rank | Analysis | 1Y Return | 3Y Return | Max Drawdown | VaR 1Y 95% | Sharpe Ratio | Sortino Ratio | Hurst Index |
|---|---|---|---|---|---|---|---|---|---|
|
Hdfc Hybrid Debt Fund |
4 | The Hdfc Hybrid Debt Fund is a Conservative Hybrid Fund. In the Conservative Hybrid Fund category there are 19<sup>th</sup> funds. The fund has 14<sup>th</sup> KPIs that are in top quartile. The fund has 74% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has third KPIs that are in bottom quartile. The fund has 16% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Hdfc Hybrid Debt Fund performance snapshot section. | 13.05% | 12.86% | -2.16% | -3.72% | 1.17 | 0.66 | 0.37 |
|
Icici Prudential Regular Savings Fund |
3 | The Icici Prudential Regular Savings Fund is a Conservative Hybrid Fund. In the Conservative Hybrid Fund category there are 19<sup>th</sup> funds. The fund has seventh KPIs that are in top quartile. The fund has 37% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Icici Prudential Regular Savings Fund performance snapshot section. | 9.64% | 9.60% | -1.47% | -2.02% | 0.85 | 0.44 | 0.37 |
|
Nippon India Hybrid Bond Fund |
1 | The Nippon India Hybrid Bond Fund is a Conservative Hybrid Fund. In the Conservative Hybrid Fund category there are 19<sup>th</sup> funds. The fund has eighth KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund has third KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Nippon India Hybrid Bond Fund performance snapshot section. | 9.79% | 9.28% | -1.02% | -0.69% | 0.90 | 0.49 | 0.40 |
|
Sbi Conservative Hybrid Fund |
2 | The Sbi Conservative Hybrid Fund is a Conservative Hybrid Fund. In the Conservative Hybrid Fund category there are 19<sup>th</sup> funds. The fund has 15<sup>th</sup> KPIs that are in top quartile. The fund has 79% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has first performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Sbi Conservative Hybrid Fund performance snapshot section. | 11.73% | 12.73% | -1.83% | -2.57% | 1.35 | 0.83 | 0.42 |
| KPIs | Fund | Cat. Avg | Better Than Cat. Avg | In 1st Quartile | In 4th Quartile | Rank (In Cat.) | Min / Max |
|---|
| Parameters | Regular Plan | Direct Plan |
|---|---|---|
| % | % | |
| % | % | |
| % | % | |
| % | % | |
| % | % | |
| % | % | |
| % | % |
Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.
Annulized Returns| Fund Name | 1D Return | 1W Return | 1M Return | 3M Return | 6M Return | 1Y Return | 3Y Return | 5Y Return | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Hsbc Regular Savings Fund |
0.22
|
1 |
0.07
|
2 |
1.15
|
6 |
2.39
|
9 |
7.48
|
7 |
10.08
|
5 |
8.16
|
13 |
7.71
|
7 |
| Kotak Debt Hybrid Fund |
0.21
|
2 |
0.12
|
1 |
1.43
|
2 |
3.27
|
4 |
8.74
|
4 |
10.99
|
4 |
11.51
|
4 |
10.61
|
1 |
| Sbi Conservative Hybrid Fund |
0.12
|
3 |
-0.04
|
5 |
1.19
|
5 |
3.56
|
3 |
9.39
|
1 |
11.73
|
3 |
12.73
|
2 |
10.42
|
2 |
| Hdfc Hybrid Debt Fund |
0.11
|
4 |
-0.21
|
13 |
1.30
|
3 |
3.57
|
2 |
8.98
|
2 |
13.05
|
1 |
12.86
|
1 |
9.75
|
3 |
| Aditya Birla Sun Life Regular Savings Fund |
0.11
|
5 |
-0.15
|
9 |
0.72
|
15 |
2.35
|
10 |
6.99
|
10 |
8.71
|
11 |
11.96
|
3 |
8.29
|
6 |
| Baroda Bnp Paribas Conservative Hybrid Fund |
0.10
|
6 |
-0.14
|
8 |
0.78
|
13 |
2.12
|
13 |
6.85
|
11 |
8.67
|
12 |
|
|
||
| Canara Robeco Conservative Hybrid Fund |
0.10
|
7 |
-0.04
|
4 |
1.10
|
7 |
2.42
|
8 |
6.74
|
12 |
8.44
|
13 |
8.59
|
10 |
9.17
|
5 |
| Icici Prudential Regular Savings Fund |
0.10
|
8 |
-0.25
|
15 |
0.98
|
11 |
3.02
|
6 |
7.60
|
6 |
9.64
|
10 |
9.60
|
6 |
9.26
|
4 |
| Dsp Regular Savings Fund |
0.08
|
9 |
-0.37
|
19 |
0.65
|
17 |
2.16
|
12 |
7.12
|
9 |
9.90
|
6 |
8.32
|
11 |
6.69
|
11 |
| Franklin India Debt Hybrid Fund |
0.08
|
10 |
-0.11
|
6 |
1.28
|
4 |
3.13
|
5 |
7.32
|
8 |
9.84
|
7 |
8.80
|
9 |
7.30
|
9 |
| Uti Regular Savings Fund |
0.07
|
11 |
-0.23
|
14 |
1.06
|
8 |
2.84
|
7 |
7.80
|
5 |
9.78
|
9 |
11.44
|
5 |
7.57
|
8 |
| Navi Regular Savings Fund |
0.07
|
12 |
-0.16
|
10 |
0.77
|
14 |
2.29
|
11 |
5.54
|
17 |
6.87
|
17 |
6.12
|
15 |
5.58
|
15 |
| Iti Conservative Hybrid Fund |
0.04
|
13 |
-0.27
|
16 |
0.69
|
16 |
1.77
|
17 |
5.07
|
18 |
6.96
|
16 |
|
|
||
| Axis Regular Saver Fund |
0.04
|
14 |
-0.18
|
12 |
1.02
|
9 |
1.90
|
15 |
6.67
|
14 |
7.03
|
15 |
8.29
|
12 |
6.78
|
10 |
| Nippon India Hybrid Bond Fund |
0.04
|
15 |
-0.01
|
3 |
0.83
|
12 |
2.03
|
14 |
6.70
|
13 |
9.79
|
8 |
9.28
|
8 |
3.56
|
16 |
| Lic Mf Debt Hybrid Fund |
0.04
|
16 |
-0.33
|
17 |
0.39
|
19 |
1.34
|
19 |
4.49
|
19 |
6.35
|
19 |
6.20
|
14 |
6.54
|
13 |
| Sundaram Debt Oriented Hybrid Fund |
-0.02
|
17 |
-0.33
|
18 |
0.54
|
18 |
1.80
|
16 |
5.88
|
16 |
8.26
|
14 |
9.45
|
7 |
6.57
|
12 |
| Parag Parikh Conservative Hybrid Fund |
-0.06
|
18 |
-0.13
|
7 |
3.27
|
1 |
5.26
|
1 |
8.87
|
3 |
12.90
|
2 |
|
|
||
| Idfc Regular Savings Fund |
-0.18
|
19 |
-0.17
|
11 |
1.02
|
10 |
1.60
|
18 |
6.25
|
15 |
6.61
|
18 |
5.85
|
16 |
6.13
|
14 |
| Fund Name | 1 Month Median Return | 3 Month Median Return | 6 Month Median Return | 1 Year Median Return | 3 Year Median Return | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Regular Savings Fund |
0.82
|
8 |
2.06
|
12 |
3.59
|
11 |
7.22
|
7 |
9.64
|
5 |
| Axis Regular Saver Fund |
0.60
|
16 |
1.64
|
17 |
3.00
|
15 |
4.73
|
13 |
8.47
|
8 |
| Franklin India Debt Hybrid Fund |
1.03
|
2 |
2.35
|
4 |
3.68
|
10 |
5.00
|
12 |
7.06
|
12 |
| Canara Robeco Conservative Hybrid Fund |
0.77
|
9 |
2.14
|
8 |
3.53
|
14 |
5.30
|
9 |
9.97
|
4 |
| Dsp Regular Savings Fund |
0.89
|
7 |
2.08
|
9 |
3.84
|
9 |
5.05
|
11 |
7.42
|
11 |
| Essel Regular Savings Fund |
0.65
|
14 |
1.98
|
14 |
2.41
|
19 |
3.52
|
15 |
5.32
|
15 |
| Hdfc Hybrid Debt Fund |
1.11
|
1 |
3.13
|
1 |
5.34
|
1 |
8.62
|
2 |
9.98
|
3 |
| Hsbc Regular Savings Fund |
0.77
|
10 |
1.95
|
15 |
3.93
|
8 |
5.11
|
10 |
7.44
|
10 |
| Icici Prudential Regular Savings Fund |
0.95
|
4 |
2.22
|
6 |
4.08
|
6 |
7.07
|
8 |
9.48
|
6 |
| Idfc Regular Savings Fund |
0.45
|
19 |
1.20
|
19 |
2.94
|
16 |
3.07
|
16 |
6.16
|
14 |
| Kotak Debt Hybrid Fund |
0.95
|
5 |
2.71
|
2 |
4.86
|
3 |
8.04
|
4 |
11.52
|
1 |
| Nippon India Hybrid Bond Fund |
0.64
|
15 |
2.06
|
11 |
4.69
|
4 |
7.72
|
6 |
1.35
|
16 |
| Sbi Debt Hybrid Fund |
1.02
|
3 |
2.71
|
3 |
4.91
|
2 |
8.74
|
1 |
10.92
|
2 |
| Sundaram Debt Oriented Hybrid Fund |
0.72
|
13 |
2.15
|
7 |
3.55
|
13 |
8.15
|
3 |
7.77
|
9 |
| Uti Regular Savings Fund |
0.89
|
6 |
2.29
|
5 |
4.02
|
7 |
7.90
|
5 |
8.77
|
7 |
| Lic Mf Debt Hybrid Fund |
0.51
|
18 |
1.40
|
18 |
2.69
|
18 |
4.11
|
14 |
6.89
|
13 |
| Parag Parikh Conservative Hybrid Fund |
0.74
|
12 |
2.07
|
10 |
4.54
|
5 |
|
|
||
| Iti Conservative Hybrid Fund |
0.58
|
17 |
1.69
|
16 |
2.89
|
17 |
|
|
||
| Baroda Bnp Paribas Conservative Hybrid Fund |
0.75
|
11 |
2.01
|
13 |
3.58
|
12 |
|
|
||
| Fund Name | 1 Month Median Return | 3 Month Median Return | 6 Month Median Return | 1 Year Median Return | 3 Year Median Return | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Regular Savings Fund |
0.90
|
8 |
2.31
|
11 |
4.09
|
13 |
8.17
|
7 |
10.56
|
4 |
| Axis Regular Saver Fund |
0.72
|
15 |
1.97
|
17 |
3.68
|
15 |
6.12
|
11 |
9.72
|
7 |
| Franklin India Debt Hybrid Fund |
1.09
|
2 |
2.56
|
4 |
4.09
|
12 |
5.88
|
12 |
7.92
|
12 |
| Canara Robeco Conservative Hybrid Fund |
0.88
|
9 |
2.45
|
5 |
4.15
|
11 |
6.65
|
9 |
11.29
|
3 |
| Dsp Regular Savings Fund |
0.94
|
6 |
2.23
|
13 |
4.18
|
10 |
5.75
|
13 |
9.12
|
10 |
| Essel Regular Savings Fund |
0.78
|
13 |
2.42
|
7 |
3.29
|
18 |
5.29
|
14 |
7.03
|
15 |
| Hdfc Hybrid Debt Fund |
1.15
|
1 |
3.25
|
1 |
5.58
|
1 |
9.11
|
4 |
10.46
|
5 |
| Hsbc Regular Savings Fund |
0.85
|
11 |
2.25
|
12 |
4.47
|
7 |
6.50
|
10 |
9.20
|
9 |
| Icici Prudential Regular Savings Fund |
1.01
|
5 |
2.41
|
9 |
4.48
|
6 |
7.96
|
8 |
10.33
|
6 |
| Idfc Regular Savings Fund |
0.52
|
19 |
1.44
|
19 |
3.42
|
17 |
4.04
|
16 |
7.16
|
14 |
| Kotak Debt Hybrid Fund |
1.06
|
3 |
3.05
|
2 |
5.57
|
2 |
9.52
|
1 |
12.91
|
1 |
| Nippon India Hybrid Bond Fund |
0.71
|
16 |
2.23
|
14 |
5.10
|
4 |
8.54
|
5 |
2.05
|
16 |
| Sbi Debt Hybrid Fund |
1.06
|
4 |
2.84
|
3 |
5.17
|
3 |
9.30
|
2 |
11.57
|
2 |
| Sundaram Debt Oriented Hybrid Fund |
0.79
|
12 |
2.38
|
10 |
4.01
|
14 |
9.15
|
3 |
8.66
|
11 |
| Uti Regular Savings Fund |
0.94
|
7 |
2.45
|
6 |
4.33
|
9 |
8.53
|
6 |
9.45
|
8 |
| Lic Mf Debt Hybrid Fund |
0.58
|
18 |
1.63
|
18 |
3.15
|
19 |
5.04
|
15 |
7.83
|
13 |
| Parag Parikh Conservative Hybrid Fund |
0.77
|
14 |
2.15
|
15 |
4.69
|
5 |
|
|
||
| Iti Conservative Hybrid Fund |
0.69
|
17 |
2.03
|
16 |
3.59
|
16 |
|
|
||
| Baroda Bnp Paribas Conservative Hybrid Fund |
0.87
|
10 |
2.41
|
8 |
4.38
|
8 |
|
|
||
| Fund Name | VaR 1 Y 95% | Max Drawdown | Average Drawdown | Standard Deviation | Semi Deviation | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Sbi Conservative Hybrid Fund |
-2.57
|
5 |
-1.83
|
3 |
-1.19
|
12 |
3.79
|
8 |
2.54
|
7 |
| Aditya Birla Sun Life Regular Savings Fund |
-2.60
|
6 |
-3.29
|
14 |
-1.53
|
15 |
4.63
|
14 |
2.91
|
11 |
| Baroda Bnp Paribas Conservative Hybrid Fund |
|
|
|
|
|
|||||
| Canara Robeco Conservative Hybrid Fund |
-2.22
|
3 |
-2.55
|
7 |
-1.15
|
9 |
3.55
|
4 |
2.51
|
6 |
| Dsp Regular Savings Fund |
-3.91
|
13 |
-3.05
|
9 |
-1.18
|
11 |
3.69
|
7 |
2.71
|
8 |
| Navi Regular Savings Fund |
-2.54
|
4 |
-1.91
|
4 |
-0.76
|
3 |
2.91
|
2 |
2.07
|
2 |
| Franklin India Debt Hybrid Fund |
-3.25
|
8 |
-2.55
|
6 |
-0.98
|
5 |
3.62
|
5 |
2.44
|
5 |
| Hdfc Hybrid Debt Fund |
-3.72
|
12 |
-2.16
|
5 |
-1.07
|
8 |
4.60
|
13 |
3.21
|
16 |
| Hsbc Regular Savings Fund |
-4.78
|
16 |
-4.33
|
15 |
-1.26
|
13 |
4.40
|
11 |
3.06
|
12 |
| Icici Prudential Regular Savings Fund |
-2.02
|
2 |
-1.47
|
2 |
-0.70
|
2 |
3.35
|
3 |
2.35
|
3 |
| Idfc Regular Savings Fund |
-3.47
|
10 |
-3.22
|
13 |
-1.53
|
14 |
3.62
|
6 |
2.42
|
4 |
| Kotak Debt Hybrid Fund |
-3.39
|
9 |
-3.06
|
10 |
-1.17
|
10 |
4.36
|
10 |
3.07
|
14 |
| Lic Mf Debt Hybrid Fund |
-4.30
|
15 |
-3.11
|
11 |
-1.04
|
6 |
3.93
|
9 |
2.74
|
10 |
| Nippon India Hybrid Bond Fund |
-0.69
|
1 |
-1.02
|
1 |
-0.42
|
1 |
2.35
|
1 |
1.60
|
1 |
| Sundaram Debt Oriented Hybrid Fund |
-2.61
|
7 |
-2.57
|
8 |
-0.97
|
4 |
4.96
|
16 |
2.72
|
9 |
| Uti Regular Savings Fund |
-3.51
|
11 |
-3.15
|
12 |
-1.07
|
7 |
4.92
|
15 |
3.14
|
15 |
| Axis Regular Saver Fund |
-4.23
|
14 |
-4.55
|
16 |
-1.94
|
16 |
4.44
|
12 |
3.07
|
13 |
| Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | Value | Rank | Value | Rank | % | Rank | % | Rank | % | Rank | ||
| Sbi Conservative Hybrid Fund |
1.35
|
1 |
0.83
|
1 |
1.06
|
1 |
0.42
|
|
|
|
|
|
|||||||
| Aditya Birla Sun Life Regular Savings Fund |
1.19
|
2 |
0.77
|
2 |
0.98
|
3 |
0.47
|
5.71
|
1 | 0.93 | 6 |
0.69
|
8 |
0.06
|
1 |
10.19
|
3 |
3.07
|
1 |
| Baroda Bnp Paribas Conservative Hybrid Fund |
|
|
|
|
|
|
|
|
|
||||||||||
| Canara Robeco Conservative Hybrid Fund |
0.47
|
8 |
0.22
|
9 |
0.71
|
9 |
0.40
|
2.11
|
5 | 0.86 | 8 |
0.77
|
3 |
0.02
|
6 |
8.97
|
5 |
0.53
|
7 |
| Dsp Regular Savings Fund |
0.36
|
10 |
0.16
|
12 |
0.65
|
11 |
0.39
|
2.14
|
4 | 0.80 | 10 |
0.61
|
11 |
0.02
|
7 |
8.30
|
7 |
0.82
|
6 |
| Navi Regular Savings Fund |
-0.34
|
16 |
-0.12
|
16 |
0.51
|
14 |
0.37
|
0.32
|
9 | 0.71 | 11 |
0.63
|
10 |
-0.01
|
12 |
7.31
|
9 |
-2.73
|
12 |
| Franklin India Debt Hybrid Fund |
0.33
|
12 |
0.16
|
10 |
0.67
|
10 |
0.42
|
1.86
|
7 | 0.82 | 9 |
0.74
|
5 |
0.01
|
9 |
8.31
|
6 |
-0.64
|
9 |
| Hdfc Hybrid Debt Fund |
1.17
|
3 |
0.66
|
3 |
1.05
|
2 |
0.37
|
|
|
|
|
|
|||||||
| Hsbc Regular Savings Fund |
0.20
|
13 |
0.10
|
13 |
0.56
|
13 |
0.40
|
-0.42
|
10 | 1.10 | 1 |
0.84
|
2 |
0.01
|
10 |
6.68
|
11 |
0.20
|
8 |
| Icici Prudential Regular Savings Fund |
0.85
|
7 |
0.44
|
7 |
0.88
|
6 |
0.37
|
|
|
|
|
|
|||||||
| Idfc Regular Savings Fund |
-0.20
|
14 |
-0.08
|
15 |
0.48
|
15 |
0.38
|
|
|
|
|
|
|||||||
| Kotak Debt Hybrid Fund |
1.04
|
4 |
0.55
|
5 |
0.91
|
4 |
0.42
|
3.87
|
3 | 1.04 | 2 |
0.65
|
9 |
0.04
|
3 |
9.94
|
4 |
3.06
|
2 |
| Lic Mf Debt Hybrid Fund |
-0.21
|
15 |
-0.07
|
14 |
0.47
|
16 |
0.35
|
-1.51
|
12 | 0.99 | 4 |
0.75
|
4 |
-0.01
|
11 |
5.74
|
12 |
-1.28
|
10 |
| Nippon India Hybrid Bond Fund |
0.90
|
6 |
0.49
|
6 |
0.85
|
7 |
0.40
|
4.36
|
2 | 0.61 | 12 |
0.73
|
6 |
0.03
|
4 |
13.96
|
1 |
1.95
|
4 |
| Sundaram Debt Oriented Hybrid Fund |
0.44
|
9 |
0.29
|
8 |
0.75
|
8 |
0.48
|
1.59
|
8 | 1.01 | 3 |
0.36
|
12 |
0.02
|
5 |
7.00
|
10 |
1.73
|
5 |
| Uti Regular Savings Fund |
0.92
|
5 |
0.55
|
4 |
0.90
|
5 |
0.40
|
1.98
|
6 | 0.97 | 5 |
0.70
|
7 |
0.05
|
2 |
10.30
|
2 |
2.09
|
3 |
| Axis Regular Saver Fund |
0.33
|
11 |
0.16
|
11 |
0.60
|
12 |
0.39
|
-0.84
|
11 | 0.93 | 7 |
0.90
|
1 |
0.02
|
8 |
8.28
|
8 |
-1.79
|
11 |
| Plan Type | 1 Day | 1 Week | 1 Month | 3 Month | 6 Month | 1 Year | 3 Year | 5 Year |
|---|---|---|---|---|---|---|---|---|
| Regular Plan Value of 1000 Rupee | ||||||||
| Direct Plan Value of 1000 Rupee |
| Fund Launch Date: 10/Nov/2015 |
| Fund Category: Conservative Hybrid Fund |
| Investment Objective: The primary objective of the Scheme is to generate regular monthly returns through investment primarily in debt securities. The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Scheme's assets in equity securities. However, there can be no assurance that the investment objective of the scheme will be achieved. |
| Fund Description: Conservative Hybrid Fund |
| Fund Benchmark: CRISIL Hybrid 75+25 - Conservative Index |
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
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