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) | ₹163 Cr | ₹178 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 | 1.01% | 0.64% |
6 Month | 8.8% | 4.87% |
1 Year | 5.97% | 5.74% |
3 Year | 10.66% | 10.06% |
5 Year | 9.33% | 9.05% |
SIP Return Analysis
Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | DSP Regular Savings Fund- Regular Plan - Growth |
---|---|---|
6 Month | 2.18% | 1.03% |
1 Year | 8.45% | 6.99% |
3 Year | 10.65% | 9.84% |
5 Year | 9.35% | 8.97% |
Rolling Lumpsum Returns
Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | DSP Regular Savings Fund- Regular Plan - Growth |
---|---|---|
1 Year | 9.25% | 9.2% |
3 Year | 8.43% | 8.27% |
5 Year | 8.84% | 8.77% |
Risk Management
Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | DSP Regular Savings Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.80% | 3.42% |
Sharp | 0.63% | 0.79% |
Beta | 1.31% | 0.99% |
Alpha | 0.78% | 1.01% |
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 | 80.24 | 85.07 |
Large Cap | 9.65 | 11.34 |
Mid Cap | 6.02 | 1.26 |
Small Cap | 4.09 | 2.34 |
Sector Allocation
Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
DSP Regular Savings Fund- Regular Plan - Growth |
---|---|---|
Others | 79.74 | 84.83 |
Industrials | 9.32 | 0.58 |
Technology | 1.01 | 1.02 |
Financial Services | 1.29 | 6.71 |
Consumer Cyclical | 7.26 | 1.49 |
Basic Materials | 0 | 0.57 |
Utilities | 0.5 | 1 |
Healthcare | 0.02 | 2.31 |
Real Estate | 0.85 | - |
Communication Services | - | 0.33 |
Consumer Defensive | - | 0.59 |
Energy | - | 0.56 |
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