DSP Regular Savings Fund vs HSBC Conservative Hybrid Fund compare
HSBC Conservative Hybrid Fund - Regular Growth
DSP Regular Savings Fund- Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | DSP Regular Savings Fund- Regular Plan - Growth |
|---|---|---|
| Fund | HSBC Conservative Hybrid Fund - Regular Growth | DSP Regular Savings Fund- Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹151 Cr | ₹180 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 24 Feb 2004 | 11 Jun 2004 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index | CRISIL Hybrid 85+15 Conservative TRI |
| Turn Over | 27% | 181% |
| Expense Ratio | 2.17 | 1.11 |
| Manager | Mahesh A Chhabria | Kedar Karnik |
| ISIN Code | INF336L01099 | INF740K01441 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | DSP Regular Savings Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.96% | 0.67% |
| 6 Month | 1.29% | 2.22% |
| 1 Year | 5.53% | 7.5% |
| 3 Year | 9.9% | 10.05% |
| 5 Year | 8.26% | 8.63% |
SIP Return Analysis
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | DSP Regular Savings Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.09% | 1.3% |
| 1 Year | 5.28% | 7.09% |
| 3 Year | 9.08% | 9.47% |
| 5 Year | 8.59% | 8.87% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | DSP Regular Savings Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.15% | 9.06% |
| 3 Year | 8.48% | 8.3% |
| 5 Year | 8.84% | 8.8% |
Risk Management
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | DSP Regular Savings Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.64% | 3.22% |
| Sharp | 0.76% | 0.98% |
| Beta | 1.28% | 0.95% |
| Alpha | 0.39% | 0.81% |
Fund Managers
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | DSP Regular Savings Fund- Regular Plan - Growth |
|---|---|---|
| Name | Mahesh A Chhabria | Kedar Karnik |
| Total AUM | ₹15021 Cr | ₹32997 Cr |
| Funds Managed | 9 | 11 |
| HSBC Conservative Hybrid Fund - Regular Growth | DSP Regular Savings Fund- Regular Plan - Growth |
Market Cap
| Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
DSP Regular Savings Fund- Regular Plan - Growth |
|---|---|---|
| Others | 80.66 | 83.45 |
| Large Cap | 8.55 | 12.46 |
| Mid Cap | 6.71 | 1.72 |
| Small Cap | 4.09 | 2.38 |
Sector Allocation
| Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
DSP Regular Savings Fund- Regular Plan - Growth |
|---|---|---|
| Others | 80.13 | 81.49 |
| Industrials | 9.05 | 0.56 |
| Technology | 2.03 | 1.32 |
| Financial Services | 1.41 | 8.68 |
| Consumer Cyclical | 5.87 | 1.59 |
| Utilities | 0.53 | 1.07 |
| Healthcare | 0.02 | 2.35 |
| Real Estate | 0.98 | - |
| Basic Materials | - | 0.66 |
| Communication Services | - | 0.35 |
| Consumer Defensive | - | 1.11 |
| Energy | - | 0.83 |
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