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Axis Regular Saver Fund vs HSBC Conservative Hybrid Fund compare

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tortoise-icon HSBC Conservative Hybrid Fund - Regular Growth

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tortoise-icon Axis Conservative Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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