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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) ₹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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