HSBC Conservative Hybrid Fund vs SBI Conservative Hybrid Fund compare
SBI Conservative Hybrid Fund - Regular Plan - Growth
HSBC Conservative Hybrid Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
Fund | SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹9799 Cr | ₹163 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 23 Mar 2001 | 24 Feb 2004 |
Category | Conservative | Conservative |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 | NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index |
Turn Over | 252% | 27% |
Expense Ratio | 1.54 | 2.17 |
Manager | Pradeep Kesavan | Mahesh A Chhabria |
ISIN Code | INF200K01859 | INF336L01099 |
Exits Load | SBI Conservative Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
1 Month | -0.59% | 0.88% |
6 Month | 5.8% | 7.92% |
1 Year | 5.66% | 6.67% |
3 Year | 9.99% | 10.18% |
5 Year | 11.21% | 9.23% |
SIP Return Analysis
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
6 Month | 1.8% | 2.97% |
1 Year | 6.28% | 8.02% |
3 Year | 9.43% | 10.85% |
5 Year | 9.65% | 9.46% |
Rolling Lumpsum Returns
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
1 Year | 8.48% | 9.25% |
3 Year | 8.53% | 8.43% |
5 Year | 8.45% | 8.84% |
Risk Management
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
Standard Deviation | 3.34% | 4.72% |
Sharp | 1.09% | 0.76% |
Beta | 0.97% | 1.27% |
Alpha | 1.10% | 0.25% |
Fund Managers
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
Name | Pradeep Kesavan | Mahesh A Chhabria |
Total AUM | ₹434274 Cr | ₹15021 Cr |
Funds Managed | 43 | 9 |
SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
Market Cap
Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
Others | 77.02 | 80.72 |
Large Cap | 8.01 | 8.78 |
Small Cap | 8.8 | 5.05 |
Mid Cap | 6.17 | 5.45 |
Sector Allocation
Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
Others | 77.02 | 80.25 |
Energy | 2.2 | - |
Consumer Cyclical | 2.01 | 6.39 |
Basic Materials | 3.68 | 0.91 |
Financial Services | 7.56 | 1.3 |
Industrials | 3.69 | 8.71 |
Healthcare | 1.88 | 0.02 |
Consumer Defensive | 1.95 | - |
Technology | - | 1.04 |
Utilities | - | 0.47 |
Real Estate | - | 0.92 |
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