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NAVs as of 20 Aug 2026

HDFC Hybrid Debt FundRegular · IDCWSBI Conservative Hybrid FundRegular · IDCWSBI Conservative Hybrid FundRegular · IDCWUTI Conservative Hybrid Fund - Regular Plan - Monthly PaymentRegular · IDCW4 of 4 funds

Comparing the maximum of 4. Replace which fund?

Growth of ₹100 (rebased over the selected window)

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Common period 03 Apr 2006 – 20 Aug 2026, limited by HDFC Hybrid Debt Fund. Every series is rebased to ₹100 at the start of this window.

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Growth of ₹100, sampled across the common period
Date	HDFC Hybrid Debt Fund	SBI Conservative Hybrid Fund	SBI Conservative Hybrid Fund	UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment
03 Apr 2006	₹100.00	₹100.00	₹100.00	₹100.00
14 Dec 2007	₹108.77	₹104.99	₹109.49	₹123.35
26 Aug 2009	₹104.97	₹97.81	₹104.92	₹134.96
08 May 2011	₹111.14	₹98.03	₹108.20	₹152.79
17 Jan 2013	₹115.78	₹106.69	₹127.12	₹175.47
30 Sep 2014	₹121.78	₹107.52	₹124.68	₹214.68
11 Jun 2016	₹119.52	₹114.32	₹129.69	₹250.09
21 Feb 2018	₹120.57	₹115.98	₹140.94	₹291.23
04 Nov 2019	₹110.40	₹114.59	₹137.69	₹309.88
16 Jul 2021	₹116.16	₹138.62	₹169.09	₹363.58
28 Mar 2023	₹112.53	₹153.02	₹186.66	₹400.64
08 Dec 2024	₹126.67	₹192.70	₹235.07	₹506.49
20 Aug 2026	₹115.69	₹210.89	₹257.26	₹536.64

Portfolio overlap (same stocks held through more than one fund)

Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →

Percentage of each pair of funds' equity books held in the same stocks. Select a cell to list that pair's shared holdings below.
Overlap	HDFC Hybrid Debt Fund	SBI Conservative Hybrid Fund	SBI Conservative Hybrid Fund	UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment
HDFC Hybrid Debt Fund	·
SBI Conservative Hybrid Fund	·	·
SBI Conservative Hybrid Fund	·	·	·
UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment	·	·	·	·

0% → 60%+ sharedSelect a cell to list that pair's shared stocks.

SBI Conservative Hybrid Fund and SBI Conservative Hybrid Fund duplicate 100% of their equity book — holding both adds concentration, not diversification.

Shared holdings — SBI Conservative Hybrid Fund vs SBI Conservative Hybrid Fund

Stocks held by both SBI Conservative Hybrid Fund and SBI Conservative Hybrid Fund, with each fund's weight and the weight they share.
Stock	SBI Conservative Hybrid Fund	SBI Conservative Hybrid Fund
Kingfa Science & Technology (India) Ltd	7.58%	7.58%	7.58%
Biocon Ltd	6.61%	6.61%	6.61%
Asian Paints Ltd	6.14%	6.14%	6.14%
Axis Bank Ltd	5.65%	5.65%	5.65%
ICICI Bank Ltd	5.26%	5.26%	5.26%
Reliance Industries Ltd	4.95%	4.95%	4.95%
Bajaj Finserv Ltd	4.81%	4.81%	4.81%
Grindwell Norton Ltd	4.34%	4.34%	4.34%
HDFC Life Insurance Co Ltd	3.95%	3.95%	3.95%
HDFC Bank Ltd	3.65%	3.65%	3.65%
Gland Pharma Ltd	3.31%	3.31%	3.31%
Graphite India Ltd	2.96%	2.96%	2.96%
Hatsun Agro Products Ltd	2.93%	2.93%	2.93%
Max Financial Services Ltd	2.64%	2.64%	2.64%
VST Industries Ltd	2.42%	2.42%	2.42%

24 more stocks in common. 39 shared of 39 / 39 positions. Weights are shown as a share of each fund's equity book.

HDFC Hybrid Debt Fund, SBI Conservative Hybrid Fund, SBI Conservative Hybrid Fund, UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment compared on return, risk, benchmark-relative, cost and portfolio metrics, against the Conservative Hybrid Fund median.
Metric	HDFC Hybrid Debt Fund HDFC · Regular · IDCW NAV ₹13.40 Moderately High risk ★★☆☆☆	SBI Conservative Hybrid Fund SBI · Regular · IDCW NAV ₹22.14 Moderately High risk ★★★★★	SBI Conservative Hybrid Fund SBI · Regular · IDCW NAV ₹27.08 Moderately High risk ★★★★★	UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment UTI · Regular · IDCW NAV ₹71.14 Moderately High risk ★★★★★	Category median Conservative Hybrid Fund · 33 funds

	-5.84%	+5.29%	+5.29%	+2.48%	-2.41%
	-0.68%	+8.51%	+8.51%	+7.95%	+0.81%
	-0.02%	+8.67%	+8.67%	+7.71%	+0.28%
	-0.79%	+5.97%	+6.56%	+7.45%Best in row	+0.14%
	+0.72%	+3.73%	+4.75%	+8.59%Best in row	+1.27%
	-1.35%	+8.17%	+8.17%	+7.00%	—

	+1.36%	+3.94%	+4.91%	+9.07%Best in row	+1.45%
	+1.07%	+3.80%	+4.78%	+8.92%Best in row	+1.39%
	+0.77%	+3.35%	+4.29%	+8.98%Best in row	+1.29%
Risk
	4.39%	3.61%	3.61%	3.87%	4.50%
	-1.64	0.56	0.56	0.37	-1.09
	-1.96	0.77	0.77	0.52	-1.35
	-27.01%	-16.77%	-14.56%	-14.59%	-20.94%

	1.69%	1.48%	1.48%	1.29%Best in row	1.80%
	₹3,246Cr	₹9,722Cr	₹9,722Cr	₹1.31Cr	₹861.39Cr
	₹100	₹500	₹500	₹500	—
	₹100	₹5.00K	₹5.00K	₹5.00K	—
	43%	236%	236%	22%	22%
	Dhruv Muchhal	Pradeep Kesavan	Pradeep Kesavan	Amit Kumar Premchandani · 4.6y	—

	35	39	39	61	—
	11.2%	12.5%	12.5%	10.4%	—
	1.9%	1.5%	1.5%	2.7%	—

8 rows carry the same value for every fund — show

Benchmark: —
Alpha: —
Beta: —
Upside capture: —
Downside capture: —
Exit load: Up to 1.00%
Lock-in: None
Inception: 03 Apr 2006

Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.