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 | 0.46% | 0.46% | -0.19% |
| 6 Month | 1.5% | 1.5% | 0.11% |
| 1 Year | 5.8% | 5.8% | 1.77% |
| 3 Year | 9.4% | 9.4% | 9.64% |
| 5 Year | 8.02% | 8.02% | 7.5% |
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 | 1.24% | 1.24% | -0.88% |
| 1 Year | 6.27% | 6.27% | 2.71% |
| 3 Year | 8.46% | 8.46% | 7.73% |
| 5 Year | 8.37% | 8.37% | 7.95% |
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 | 9.11% | 9.11% | 9.08% |
| 3 Year | 8.45% | 8.45% | 8.5% |
| 5 Year | 8.8% | 8.8% | 8.83% |
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 | 76.35 | 76.35 | 81.41 |
| Large Cap | 17.93 | 17.93 | 9.59 |
| Small Cap | 3.63 | 3.63 | 3.44 |
| Mid Cap | 2.1 | 2.1 | 5.56 |
Sector Allocation
| Scheme Name |
Franklin India Conservative Hybrid Fund - Growth |
Franklin India Conservative Hybrid Fund - Growth |
HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|---|
| Others | 76.35 | 76.35 | 81.41 |
| Petroleum Products | 0.84 | 0.84 | - |
| IT - Software | 1.86 | 1.86 | 1.23 |
| Construction | 1.19 | 1.19 | 1.08 |
| Diversified FMCG | 0.41 | 0.41 | - |
| Banks | 5.67 | 5.67 | 0.7 |
| Pharmaceuticals & Biotechnology | 0.82 | 0.82 | - |
| Aerospace & Defense | 0.52 | 0.52 | 0.83 |
| Ferrous Metals | 0.26 | 0.26 | - |
| Automobiles | 0.86 | 0.86 | - |
| Healthcare Services | 0.85 | 0.85 | - |
| Finance | 0.71 | 0.71 | 0.77 |
| Telecom - Services | 1.28 | 1.28 | - |
| Gas | 0.47 | 0.47 | - |
| Industrial Products | 0.31 | 0.31 | 0.87 |
| Agricultural Food & other Products | 0.27 | 0.27 | - |
| Realty | 0.3 | 0.3 | 0.58 |
| Food Products | 0.36 | 0.36 | - |
| Consumer Durables | 0.57 | 0.57 | 0.72 |
| Auto Components | 0.91 | 0.91 | - |
| Financial Technology (Fintech) | 0.44 | 0.44 | - |
| Cement & Cement Products | 0.51 | 0.51 | - |
| Power | 0.82 | 0.82 | - |
| Chemicals & Petrochemicals | 0.14 | 0.14 | - |
| Fertilizers & Agrochemicals | 0.33 | 0.33 | - |
| Transport Services | 0.29 | 0.29 | - |
| Retailing | 0.91 | 0.91 | 4.41 |
| Capital Markets | 0.1 | 0.1 | - |
| Insurance | 0.64 | 0.64 | 0.01 |
| Leisure Services | 0.53 | 0.53 | 0.64 |
| Beverages | 0.28 | 0.28 | - |
| Commercial Services & Supplies | 0.21 | 0.21 | - |
| Electrical Equipment | - | - | 6.01 |
| Industrial Manufacturing | - | - | 0.74 |
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