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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) | ₹9851 Cr | ₹147 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 | 0.2% | -0.81% |
| 6 Month | 1.17% | -0.99% |
| 1 Year | 7% | 2.78% |
| 3 Year | 9.72% | 9.28% |
| 5 Year | 9.33% | 7.16% |
SIP Return Analysis
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.62% | -1.88% |
| 1 Year | 5.49% | 0.43% |
| 3 Year | 8.03% | 6.71% |
| 5 Year | 8.77% | 7.38% |
Rolling Lumpsum Returns
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.39% | 9.08% |
| 3 Year | 8.64% | 8.51% |
| 5 Year | 8.5% | 8.83% |
Risk Management
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 3.08% | 4.11% |
| Sharp | 1.14% | 0.76% |
| Beta | 0.46% | 0.51% |
| Alpha | 1.47% | 0.92% |
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 | 77.09 | 81.97 |
| Large Cap | 8.02 | 8.17 |
| Mid Cap | 3.89 | 6.42 |
| Small Cap | 11.01 | 3.44 |
Sector Allocation
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 76.53 | 81.53 |
| Energy | 1.47 | - |
| Consumer Cyclical | 1.83 | 5.49 |
| Basic Materials | 5.4 | - |
| Industrials | 4.19 | 8.71 |
| Healthcare | 2.08 | 0.01 |
| Consumer Defensive | 1.92 | - |
| Financial Services | 6.6 | 1.47 |
| Technology | - | 1.79 |
| Utilities | - | 0.44 |
| Real Estate | - | 0.56 |
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