HSBC Conservative Hybrid Fund vs Franklin India Debt Hybrid Fund compare
Franklin India Conservative Hybrid Fund - Growth
Franklin India Conservative Hybrid Fund - Growth
HSBC Conservative Hybrid Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|---|
| Fund | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderately High |
| Asset Size (Cr) | ₹205 Cr | ₹205 Cr | ₹149 Cr |
| Min Investment | ₹10000 | ₹10000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 28 Sep 2000 | 28 Sep 2000 | 24 Feb 2004 |
| Category | Conservative | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI | NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index |
| Turn Over | 24.24% | 49% | 27% |
| Expense Ratio | 1.4 | 1.4 | 2.17 |
| Manager | Sandeep Manam | Sandeep Manam | Mahesh A Chhabria |
| ISIN Code | INF090I01EA7 | INF090I01EA7 | INF336L01099 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|---|
| 1 Month | 0.11% | 0.11% | -0.1% |
| 6 Month | 1.16% | 1.16% | 0.04% |
| 1 Year | 5.89% | 5.89% | 1.93% |
| 3 Year | 9.33% | 9.33% | 9.63% |
| 5 Year | 7.97% | 7.97% | 7.49% |
SIP Return Analysis
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|---|
| 6 Month | 0.9% | 0.9% | -0.66% |
| 1 Year | 5.67% | 5.67% | 2.99% |
| 3 Year | 8.35% | 8.35% | 7.84% |
| 5 Year | 8.33% | 8.33% | 8% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|---|
| 1 Year | 9.13% | 9.13% | 9.1% |
| 3 Year | 8.45% | 8.45% | 8.5% |
| 5 Year | 8.81% | 8.81% | 8.84% |
Risk Management
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|---|
| Standard Deviation | 3.4% | 3.4% | 4.11% |
| Sharp | 0.92% | 0.92% | 0.76% |
| Beta | 0.75% | 0.75% | 0.51% |
| Alpha | 0.42% | 0.42% | 1.11% |
Fund Managers
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|---|
| Name | Sandeep Manam | Sandeep Manam | Mahesh A Chhabria |
| Total AUM | ₹74256 Cr | ₹74256 Cr | ₹15021 Cr |
| Funds Managed | 20 | 20 | 9 |
| Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
Market Cap
| Scheme Name |
Franklin India Conservative Hybrid Fund - Growth |
Franklin India Conservative Hybrid Fund - Growth |
HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|---|
| Others | 76.34 | 76.34 | 81.91 |
| Large Cap | 17.4 | 17.4 | 8.42 |
| Small Cap | 3.62 | 3.62 | 3.46 |
| Mid Cap | 2.64 | 2.64 | 6.21 |
Sector Allocation
| Scheme Name |
Franklin India Conservative Hybrid Fund - Growth |
Franklin India Conservative Hybrid Fund - Growth |
HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|---|
| Others | 76.34 | 76.34 | 81.38 |
| Energy | 0.84 | 0.84 | - |
| Technology | 1.86 | 1.86 | 1.97 |
| Industrials | 3.11 | 3.11 | 8.28 |
| Consumer Defensive | 1.32 | 1.32 | - |
| Financial Services | 7.56 | 7.56 | 1.47 |
| Healthcare | 1.67 | 1.67 | 0.01 |
| Basic Materials | 1.25 | 1.25 | - |
| Consumer Cyclical | 3.19 | 3.19 | 5.77 |
| Communication Services | 1.28 | 1.28 | - |
| Utilities | 1.3 | 1.3 | 0.53 |
| Real Estate | 0.3 | 0.3 | 0.58 |
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