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) | ₹9859 Cr | ₹157 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 | 0.6% | -0.01% |
6 Month | 4.2% | 4.8% |
1 Year | 4.96% | 4.95% |
3 Year | 10.2% | 10.84% |
5 Year | 11.13% | 9.04% |
SIP Return Analysis
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
6 Month | 1.36% | 1.48% |
1 Year | 7.91% | 8.1% |
3 Year | 9.36% | 10.31% |
5 Year | 9.55% | 9.28% |
Rolling Lumpsum Returns
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
1 Year | 8.45% | 9.21% |
3 Year | 8.55% | 8.47% |
5 Year | 8.47% | 8.85% |
Risk Management
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
Standard Deviation | 3.34% | 4.64% |
Sharp | 0.94% | 0.81% |
Beta | 1.00% | 1.30% |
Alpha | 0.81% | 0.74% |
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 | 76.48 | 81.53 |
Large Cap | 8.96 | 8.11 |
Small Cap | 10.61 | 4.17 |
Mid Cap | 3.95 | 6.2 |
Sector Allocation
Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
Others | 75.63 | 81 |
Energy | 1.52 | - |
Consumer Cyclical | 1.73 | 5.67 |
Basic Materials | 5.63 | - |
Financial Services | 6.78 | 1.29 |
Industrials | 5.21 | 8.68 |
Healthcare | 1.69 | 0.01 |
Consumer Defensive | 1.82 | - |
Technology | - | 1.92 |
Utilities | - | 0.53 |
Real Estate | - | 0.88 |
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