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HSBC Conservative Hybrid Fund vs SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan compare
HSBC Conservative Hybrid Fund - Regular Growth
Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Chart Comparison
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) | ₹163 Cr | ₹22 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 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.61% | -0.5% |
| 6 Month | 5.37% | 3.35% |
| 1 Year | 6.34% | 4.54% |
| 3 Year | 10.41% | 7.82% |
| 5 Year | 9.21% | 8.45% |
SIP Return Analysis
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.26% | 1.24% |
| 1 Year | 7.94% | 4.7% |
| 3 Year | 11.02% | 7.51% |
| 5 Year | 9.56% | 7.74% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.25% | 7.6% |
| 3 Year | 8.43% | 7.99% |
| 5 Year | 8.84% | 7.88% |
Risk Management
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.94% | 3.62% |
| Sharp | 0.91% | 0.53% |
| Beta | 1.32% | 1.11% |
| Alpha | 0.03% | -1.82% |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 80.79 | 79.84 |
| Large Cap | 8.75 | 18.17 |
| Mid Cap | 5.5 | 1.98 |
| Small Cap | 4.96 | - |
Sector Allocation
| Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 80.79 | 78.72 |
| Industrials | 8.63 | 0.54 |
| Technology | 1.11 | 2.2 |
| Financial Services | 1.3 | 8.04 |
| Consumer Cyclical | 6.32 | 1.46 |
| Basic Materials | 0.91 | 1.51 |
| Healthcare | 0.01 | 0.45 |
| Real Estate | 0.92 | - |
| Communication Services | - | 1.97 |
| Energy | - | 2.48 |
| Utilities | - | 1 |
| Consumer Defensive | - | 1.62 |
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