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) | ₹9953 Cr | ₹151 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 | 0.43% | -1.33% |
| 6 Month | 2.99% | -0.7% |
| 1 Year | 5.99% | 2.09% |
| 3 Year | 9.77% | 9.26% |
| 5 Year | 9.98% | 7.81% |
SIP Return Analysis
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.67% | -0.77% |
| 1 Year | 8.36% | 3.16% |
| 3 Year | 9.17% | 8.19% |
| 5 Year | 9.4% | 8.13% |
Rolling Lumpsum Returns
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.43% | 9.11% |
| 3 Year | 8.6% | 8.49% |
| 5 Year | 8.49% | 8.84% |
Risk Management
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 3.35% | 4.74% |
| Sharp | 0.94% | 0.58% |
| Beta | 1.03% | 1.31% |
| Alpha | 0.96% | - |
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 | 75.87 | 80.66 |
| Large Cap | 10.92 | 8.55 |
| Small Cap | 10.51 | 4.09 |
| Mid Cap | 2.94 | 6.71 |
Sector Allocation
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 75.87 | 80.13 |
| Petroleum Products | 1.64 | - |
| Auto Components | 0.29 | - |
| Consumer Durables | 2.1 | - |
| Banks | 3.25 | - |
| Agricultural, Commercial & Construction Vehicles | 0.71 | - |
| Pharmaceuticals & Biotechnology | 1.75 | - |
| Cement & Cement Products | 0.84 | - |
| Ferrous Metals | 0.56 | - |
| Chemicals & Petrochemicals | 0.86 | - |
| Construction | 1.28 | - |
| Personal Products | 0.45 | - |
| Agricultural Food & other Products | 0.26 | - |
| Industrial Products | 4.07 | - |
| Insurance | 1.83 | - |
| Textiles & Apparels | 0.16 | - |
| Food Products | 1.37 | - |
| Capital Markets | 0.65 | - |
| Leisure Services | 0.5 | - |
| Finance | 1.8 | - |
| Industrials | - | 9.05 |
| Technology | - | 2.03 |
| Financial Services | - | 1.41 |
| Consumer Cyclical | - | 5.87 |
| Utilities | - | 0.53 |
| Healthcare | - | 0.02 |
| Real Estate | - | 0.98 |
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