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) | ₹203 Cr | ₹203 Cr | ₹157 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 | 0.79% | 0.79% | -0.21% |
| 6 Month | 3.2% | 3.2% | 3.61% |
| 1 Year | 6.88% | 6.88% | 5.84% |
| 3 Year | 9.61% | 9.61% | 10.42% |
| 5 Year | 8.82% | 8.82% | 8.78% |
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 | 1.36% | 1.36% | 0.83% |
| 1 Year | 7.28% | 7.28% | 6.75% |
| 3 Year | 9.16% | 9.16% | 9.83% |
| 5 Year | 8.7% | 8.7% | 9.03% |
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 | 9.22% | 9.22% | 9.21% |
| 3 Year | 8.45% | 8.45% | 8.47% |
| 5 Year | 8.85% | 8.85% | 8.85% |
Risk Management
| Scheme Name | Franklin India Conservative Hybrid Fund - Growth | Franklin India Conservative Hybrid Fund - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|---|
| Standard Deviation | 3.49% | 3.49% | 4.64% |
| Sharp | 0.77% | 0.77% | 0.76% |
| Beta | 1.09% | 1.09% | 1.28% |
| Alpha | 0.04% | 0.04% | 0.39% |
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 | 77.05 | 77.05 | 81.53 |
| Large Cap | 16.44 | 16.44 | 8.11 |
| Mid Cap | 2.63 | 2.63 | 6.2 |
| Small Cap | 3.88 | 3.88 | 4.17 |
Sector Allocation
| Scheme Name |
Franklin India Conservative Hybrid Fund - Growth |
Franklin India Conservative Hybrid Fund - Growth |
HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|---|
| Others | 77.05 | 77.05 | 81 |
| Energy | 0.74 | 0.74 | - |
| Technology | 1.68 | 1.68 | 1.92 |
| Industrials | 2.66 | 2.66 | 8.68 |
| Consumer Defensive | 1.22 | 1.22 | - |
| Financial Services | 7.28 | 7.28 | 1.29 |
| Healthcare | 1.64 | 1.64 | 0.01 |
| Basic Materials | 1.31 | 1.31 | - |
| Consumer Cyclical | 3.58 | 3.58 | 5.67 |
| Communication Services | 1.27 | 1.27 | - |
| Utilities | 1.32 | 1.32 | 0.53 |
| Real Estate | 0.26 | 0.26 | 0.88 |
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