Axis Regular Saver Fund vs HSBC Conservative Hybrid Fund compare
HSBC Conservative Hybrid Fund - Regular Growth
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹163 Cr | ₹276 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 24 Feb 2004 | 16 Jul 2010 |
Category | Conservative | Conservative |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index | NIFTY 50 Hybrid Composite Debt 15:85 |
Turn Over | 27% | 64.15% |
Expense Ratio | 2.17 | 2.2 |
Manager | Mahesh A Chhabria | Devang Shah |
ISIN Code | INF336L01099 | INF846K01693 |
Exits Load | Data not available./365 | Axis Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.96% | 0.67% |
6 Month | 8.32% | 4.77% |
1 Year | 5.36% | 3.89% |
3 Year | 10.03% | 6.77% |
5 Year | 9.25% | 7.79% |
SIP Return Analysis
Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.18% | 0.69% |
1 Year | 8.45% | 5.57% |
3 Year | 10.65% | 7.33% |
5 Year | 9.35% | 6.8% |
Rolling Lumpsum Returns
Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 9.25% | 7.41% |
3 Year | 8.43% | 7.35% |
5 Year | 8.84% | 8.03% |
Risk Management
Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 4.80% | 3.67% |
Sharp | 0.63% | -0.02% |
Beta | 1.31% | 1.13% |
Alpha | 0.78% | -1.97% |
Fund Managers
Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Mahesh A Chhabria | Devang Shah |
Total AUM | ₹15021 Cr | ₹60014 Cr |
Funds Managed | 9 | 15 |
HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 79.97 | 81.14 |
Large Cap | 9.11 | 17.29 |
Mid Cap | 5.74 | 0.83 |
Small Cap | 5.19 | 0.74 |
Sector Allocation
Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 79.47 | 80.59 |
Industrials | 9 | 0.99 |
Technology | 0.97 | 2.03 |
Financial Services | 1.27 | 7.8 |
Consumer Cyclical | 6.77 | 1.42 |
Basic Materials | 1.13 | 1.22 |
Utilities | 0.5 | 0.75 |
Healthcare | 0.01 | 1.56 |
Real Estate | 0.88 | - |
Energy | - | 2.08 |
Consumer Defensive | - | 0.79 |
Communication Services | - | 0.76 |
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