LIC MF CONSERVATIVE HYBRID FUND vs HSBC Conservative Hybrid Fund compare
HSBC Conservative Hybrid Fund - Regular Growth
LIC MF CONSERVATIVE HYBRID FUND-Growth
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Fund | HSBC Conservative Hybrid Fund - Regular Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderately High |
| Asset Size (Cr) | ₹157 Cr | ₹49 Cr | ₹49 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 | ₹500 |
| Launch Date | 24 Feb 2004 | 02 Jun 2003 | 02 Jun 2003 |
| Category | Conservative | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI |
| Turn Over | 27% | % | 51% |
| Expense Ratio | 2.17 | 2.25 | 2.25 |
| Manager | Mahesh A Chhabria | Pratik Harish Shroff | Pratik Harish Shroff |
| ISIN Code | INF336L01099 | INF767K01808 | INF767K01808 |
| Exits Load | Data not available./365 | LIC MF Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | -0.29% | 1.22% | 1.22% |
| 6 Month | 3.39% | 2.52% | 2.52% |
| 1 Year | 6.24% | 4.68% | 4.68% |
| 3 Year | 10.65% | 6.77% | 6.77% |
| 5 Year | 8.82% | 6.21% | 6.21% |
SIP Return Analysis
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | 1.48% | 0.69% | 0.69% |
| 1 Year | 8.1% | 4.64% | 4.64% |
| 3 Year | 10.31% | 6.46% | 6.46% |
| 5 Year | 9.28% | 6.07% | 6.07% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 9.21% | 7.45% | 7.45% |
| 3 Year | 8.47% | 6.81% | 6.81% |
| 5 Year | 8.85% | 6.76% | 6.76% |
Risk Management
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 4.64% | 3.48% | 3.48% |
| Sharp | 0.81% | 0.19% | 0.19% |
| Beta | 1.30% | 0.1% | 0.1% |
| Alpha | 0.74% | 0.27% | 0.27% |
Fund Managers
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Name | Mahesh A Chhabria | Pratik Harish Shroff | Pratik Harish Shroff |
| Total AUM | ₹15021 Cr | ₹2586 Cr | ₹2586 Cr |
| Funds Managed | 9 | 10 | 10 |
| HSBC Conservative Hybrid Fund - Regular Growth | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
Market Cap
| Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
LIC MF CONSERVATIVE HYBRID FUND-Growth |
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Others | 81.53 | 83.89 | 83.89 |
| Large Cap | 8.11 | 14.57 | 14.57 |
| Mid Cap | 6.2 | 1.54 | 1.54 |
| Small Cap | 4.17 | - | - |
Sector Allocation
| Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
LIC MF CONSERVATIVE HYBRID FUND-Growth |
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Others | 81 | 82.03 | 82.03 |
| Industrials | 8.68 | - | - |
| Technology | 1.92 | 2.62 | 2.62 |
| Financial Services | 1.29 | 8.29 | 8.29 |
| Consumer Cyclical | 5.67 | 2.6 | 2.6 |
| Utilities | 0.53 | - | - |
| Healthcare | 0.01 | - | - |
| Real Estate | 0.88 | - | - |
| Energy | - | 2.82 | 2.82 |
| Consumer Defensive | - | 1.64 | 1.64 |
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