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) | ₹151 Cr | ₹49 Cr | ₹49 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹200 | ₹200 |
| 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 | -1.42% | 0.78% | 0.78% |
| 6 Month | -1.03% | 1.64% | 1.64% |
| 1 Year | 1.73% | 4.24% | 4.24% |
| 3 Year | 9.15% | 6.53% | 6.53% |
| 5 Year | 7.69% | 6.03% | 6.03% |
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 | -0.77% | 2% | 2% |
| 1 Year | 3.16% | 6.88% | 6.88% |
| 3 Year | 8.19% | 6.99% | 6.99% |
| 5 Year | 8.13% | 6.4% | 6.4% |
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 | 9.11% | 7.4% | 7.4% |
| 3 Year | 8.49% | 6.8% | 6.8% |
| 5 Year | 8.84% | 6.74% | 6.74% |
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 | 4.74% | 3.48% | 3.48% |
| Sharp | 0.58% | 0.23% | 0.23% |
| Beta | 1.31% | 0.74% | 0.74% |
| Alpha | - | -1.99% | -1.99% |
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 | 81.24 | 84.45 | 84.45 |
| Large Cap | 8.45 | 13.93 | 13.93 |
| Mid Cap | 6.73 | 1.62 | 1.62 |
| Small Cap | 3.59 | - | - |
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 | 80.69 | 82.17 | 82.17 |
| Industrials | 8.61 | - | - |
| Technology | 2.03 | 2.51 | 2.51 |
| Financial Services | 1.44 | 8.38 | 8.38 |
| Consumer Cyclical | 5.71 | 2.65 | 2.65 |
| Utilities | 0.54 | - | - |
| Healthcare | 0.01 | - | - |
| Real Estate | 0.96 | - | - |
| Energy | - | 2.87 | 2.87 |
| Consumer Defensive | - | 1.43 | 1.43 |
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