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) | ₹9761 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 | 1.02% | 0.87% |
6 Month | 2.58% | 0.92% |
1 Year | 7% | 7.1% |
3 Year | 11.19% | 11.48% |
5 Year | 12.11% | 9.67% |
SIP Return Analysis
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
6 Month | 3.52% | 3.89% |
1 Year | 7.28% | 7.46% |
3 Year | 10.22% | 11.07% |
5 Year | 10.18% | 9.51% |
Rolling Lumpsum Returns
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
1 Year | 8.51% | 9.29% |
3 Year | 8.5% | 8.4% |
5 Year | 8.43% | 8.81% |
Risk Management
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
Standard Deviation | 3.514% | 4.639% |
Sharp | 0.648% | 0.397% |
Beta | 0.906% | 1.191% |
Alpha | 1.401% | 0.18% |
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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 | 79.59 | 78.18 |
Large Cap | 8.47 | 9.58 |
Small Cap | 9.61 | 6.48 |
Mid Cap | 2.32 | 5.77 |
Sector Allocation
Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
Others | 79.59 | 78.18 |
Energy | 0.47 | - |
Technology | 2.54 | 1.23 |
Industrials | 3.51 | 10.75 |
Financial Services | 7.63 | 1.2 |
Healthcare | 0.74 | 0.59 |
Consumer Cyclical | 2.57 | 6.53 |
Basic Materials | 1.26 | 0.64 |
Consumer Defensive | 1.68 | - |
Real Estate | - | 0.88 |
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