HSBC Conservative Hybrid Fund vs SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan compare

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HSBC Conservative Hybrid Fund - Regular Growth

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Sundaram Conservative Hybrid Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HSBC Conservative Hybrid Fund - Regular Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Fund	HSBC Conservative Hybrid Fund - Regular Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderately High
Asset Size (Cr)	₹149 Cr	₹21 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹1000	₹250
Min Addl Investment	₹1000	₹500
Launch Date	24 Feb 2004	25 Jan 2010
Category	Conservative	Conservative
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index	CRISIL Hybrid 85+15 Conservative TRI
Turn Over	27%	252%
Expense Ratio	2.17	2.19
Manager	Mahesh A Chhabria	Dwijendra Srivastava
ISIN Code	INF336L01099	INF903J01HB0
Exits Load	Data not available./365	Data not available./365

Scheme Name	HSBC Conservative Hybrid Fund - Regular Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Month	-1.28%	0.15%
6 Month	-0.26%	1.13%
1 Year	0.77%	3.45%
3 Year	9.27%	6.86%
5 Year	7.49%	7.68%

Scheme Name	HSBC Conservative Hybrid Fund - Regular Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
6 Month	-0.91%	0.95%
1 Year	3.48%	4.22%
3 Year	8.06%	6.15%
5 Year	8.04%	6.74%

Scheme Name	HSBC Conservative Hybrid Fund - Regular Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Year	9.11%	7.35%
3 Year	8.49%	7.82%
5 Year	8.84%	8.01%

Scheme Name	HSBC Conservative Hybrid Fund - Regular Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation	4.74%	4.91%
Sharp	0.58%	0.31%
Beta	1.31%	0.81%
Alpha	-	-1.91%

Scheme Name	HSBC Conservative Hybrid Fund - Regular Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Name	Mahesh A Chhabria	Dwijendra Srivastava
Total AUM	₹15021 Cr	₹14140 Cr
Funds Managed	9	14
	HSBC Conservative Hybrid Fund - Regular Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth

Scheme Name	HSBC Conservative Hybrid Fund - Regular Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	81.91	78.29
Large Cap	8.42	19.37
Mid Cap	6.21	2.33
Small Cap	3.46	-

Scheme Name	HSBC Conservative Hybrid Fund - Regular Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	81.38	78.29
Industrials	8.28	1.05
Technology	1.97	2.99
Financial Services	1.47	7.64
Consumer Cyclical	5.77	1.89
Utilities	0.53	-
Healthcare	0.01	0.69
Real Estate	0.58	-
Energy	-	3.22
Basic Materials	-	1.24
Consumer Defensive	-	0.52
Communication Services	-	2.46