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) | ₹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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