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HSBC Conservative Hybrid Fund vs SBI Conservative Hybrid Fund compare

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tortoise-icon SBI Conservative Hybrid Fund - Regular Plan - Growth

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tortoise-icon HSBC Conservative Hybrid Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹9977 Cr ₹149 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 -0.63% -1.14%
6 Month 2.91% 0.28%
1 Year 5.92% 1.28%
3 Year 9.66% 9.33%
5 Year 9.71% 7.53%

SIP Return Analysis

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth HSBC Conservative Hybrid Fund - Regular Growth
6 Month 0.67% -1.47%
1 Year 6.36% 1.69%
3 Year 8.55% 7.67%
5 Year 9.09% 7.9%

Rolling Lumpsum Returns

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth HSBC Conservative Hybrid Fund - Regular Growth
1 Year 8.42% 9.1%
3 Year 8.61% 8.5%
5 Year 8.5% 8.84%

Risk Management

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth HSBC Conservative Hybrid Fund - Regular Growth
Standard Deviation 3.08% 4.74%
Sharp 1.19% 0.58%
Beta 0.45% 1.31%
Alpha 1.8% -

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 76.13 81.91
Large Cap 9.12 8.42
Mid Cap 3.92 6.21
Small Cap 10.84 3.46

Sector Allocation

Scheme Name

SBI Conservative Hybrid Fund - Regular Plan - Growth

HSBC Conservative Hybrid Fund - Regular Growth

Others 76.11 81.38
Energy 1.45 -
Basic Materials 5.43 -
Financial Services 7.35 1.47
Industrials 4.11 8.28
Consumer Cyclical 1.55 5.77
Healthcare 2.08 0.01
Consumer Defensive 1.91 -
Technology - 1.97
Utilities - 0.53
Real Estate - 0.58

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