HSBC Conservative Hybrid Fund vs Parag Parikh Conservative Hybrid Fund Regular compare
HSBC Conservative Hybrid Fund - Regular Growth
Parag Parikh Conservative Hybrid Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Fund | HSBC Conservative Hybrid Fund - Regular Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹149 Cr | ₹3168 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 24 Feb 2004 | 26 May 2021 |
| 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% | % |
| Expense Ratio | 2.17 | 0.65 |
| Manager | Mahesh A Chhabria | Rajeev Thakkar |
| ISIN Code | INF336L01099 | INF879O01209 |
| Exits Load | Data not available./365 | Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| 1 Month | -1.28% | -0.29% |
| 6 Month | -0.26% | 1.91% |
| 1 Year | 0.77% | 6.89% |
| 3 Year | 9.27% | 11.04% |
| 5 Year | 7.49% | - |
SIP Return Analysis
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| 6 Month | -0.91% | 1.29% |
| 1 Year | 3.48% | 6.99% |
| 3 Year | 8.06% | 10% |
| 5 Year | 8.04% | - |
Rolling Lumpsum Returns
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| 1 Year | 9.1% | 9.94% |
| 3 Year | 8.5% | 11.23% |
| 5 Year | 8.84% | - |
Risk Management
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 4.74% | 3.09% |
| Sharp | 0.58% | 1.37% |
| Beta | 1.31% | 0.80% |
| Alpha | - | 2.50% |
Fund Managers
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Name | Mahesh A Chhabria | Rajeev Thakkar |
| Total AUM | ₹15021 Cr | ₹0 Cr |
| Funds Managed | 9 | 5 |
| HSBC Conservative Hybrid Fund - Regular Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
Market Cap
| Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Others | 81.91 | 87.17 |
| Large Cap | 8.42 | 10.03 |
| Mid Cap | 6.21 | 2.06 |
| Small Cap | 3.46 | 0.73 |
Sector Allocation
| Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Others | 81.38 | 77.89 |
| Industrials | 8.28 | 0.05 |
| Technology | 1.97 | 0.02 |
| Financial Services | 1.47 | 2.04 |
| Consumer Cyclical | 5.77 | 0.73 |
| Utilities | 0.53 | 1.97 |
| Healthcare | 0.01 | - |
| Real Estate | 0.58 | 9.28 |
| Energy | - | 5 |
| Basic Materials | - | 0.93 |
| Communication Services | - | 0.08 |
| Consumer Defensive | - | 2.01 |
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