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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 | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.96% | 0.63% |
| 6 Month | 8.32% | 3.44% |
| 1 Year | 5.36% | 2.28% |
| 3 Year | 10.03% | 6.83% |
| 5 Year | 9.25% | 8.31% |
SIP Return Analysis
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.18% | -0.1% |
| 1 Year | 8.45% | 2.98% |
| 3 Year | 10.65% | 6.41% |
| 5 Year | 9.35% | 6.98% |
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 | 4.80% | 3.72% |
| Sharp | 0.63% | 0.03% |
| Beta | 1.31% | 1.16% |
| Alpha | 0.78% | -1.84% |
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 | 79.97 | 79.74 |
| Large Cap | 9.11 | 17.99 |
| Mid Cap | 5.74 | 2.28 |
| Small Cap | 5.19 | - |
Sector Allocation
| Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 79.47 | 78.46 |
| Industrials | 9 | 0.43 |
| Technology | 0.97 | 2.17 |
| Financial Services | 1.27 | 7.59 |
| Consumer Cyclical | 6.77 | 1.82 |
| Basic Materials | 1.13 | 1.86 |
| Utilities | 0.5 | 1.28 |
| Healthcare | 0.01 | 0.63 |
| Real Estate | 0.88 | - |
| Energy | - | 2.72 |
| Consumer Defensive | - | 0.93 |
| Communication Services | - | 2.11 |
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