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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) | ₹157 Cr | ₹271 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 | 0.68% | 1.57% |
| 6 Month | 3.79% | 1.97% |
| 1 Year | 6.73% | 5.9% |
| 3 Year | 10.57% | 7.5% |
| 5 Year | 8.95% | 7.74% |
SIP Return Analysis
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.05% | 1.07% |
| 1 Year | 7.29% | 6.48% |
| 3 Year | 10.03% | 7.54% |
| 5 Year | 9.13% | 6.95% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.21% | 7.37% |
| 3 Year | 8.47% | 7.33% |
| 5 Year | 8.85% | 7.97% |
Risk Management
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.64% | 3.58% |
| Sharp | 0.81% | 0.12% |
| Beta | 1.30% | 1.16% |
| Alpha | 0.74% | -2.21% |
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 | 81.53 | 81.58 |
| Large Cap | 8.11 | 17.15 |
| Mid Cap | 6.2 | 0.81 |
| Small Cap | 4.17 | 0.46 |
Sector Allocation
| Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 81 | 81.14 |
| Industrials | 8.68 | 1.02 |
| Technology | 1.92 | 2.03 |
| Financial Services | 1.29 | 7.9 |
| Consumer Cyclical | 5.67 | 1.19 |
| Utilities | 0.53 | 0.77 |
| Healthcare | 0.01 | 1.44 |
| Real Estate | 0.88 | - |
| Energy | - | 1.95 |
| Consumer Defensive | - | 0.84 |
| Basic Materials | - | 0.92 |
| Communication Services | - | 0.79 |
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