HSBC Conservative Hybrid Fund vs DSP Regular Savings 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) | ₹149 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 | -0.71% | 0.27% |
| 6 Month | 0.73% | 2.2% |
| 1 Year | 1.66% | 6.12% |
| 3 Year | 9.42% | 9.8% |
| 5 Year | 7.71% | 8.28% |
SIP Return Analysis
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | DSP Regular Savings Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.91% | 1.26% |
| 1 Year | 3.48% | 6.8% |
| 3 Year | 8.06% | 9.17% |
| 5 Year | 8.04% | 8.73% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | DSP Regular Savings Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.11% | 9.02% |
| 3 Year | 8.49% | 8.31% |
| 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 | 4.74% | 3.48% |
| Sharp | 0.58% | 1.19% |
| Beta | 1.31% | 0.68% |
| Alpha | - | 1.34% |
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 | 81.24 | 82.71 |
| Large Cap | 8.45 | 13.03 |
| Mid Cap | 6.73 | 1.77 |
| Small Cap | 3.59 | 2.49 |
Sector Allocation
| Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
DSP Regular Savings Fund- Regular Plan - Growth |
|---|---|---|
| Others | 80.69 | 80.71 |
| Industrials | 8.61 | 0.56 |
| Technology | 2.03 | 1.34 |
| Financial Services | 1.44 | 9.12 |
| Consumer Cyclical | 5.71 | 1.64 |
| Utilities | 0.54 | 1.14 |
| Healthcare | 0.01 | 2.42 |
| Real Estate | 0.96 | - |
| Basic Materials | - | 0.8 |
| Communication Services | - | 0.4 |
| Consumer Defensive | - | 1.07 |
| Energy | - | 0.81 |
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