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) | ₹163 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 | 0.74% | 0.25% | 0.25% |
6 Month | 8.92% | 4.06% | 4.06% |
1 Year | 5.54% | 2.78% | 2.78% |
3 Year | 10.57% | 6.5% | 6.5% |
5 Year | 9.21% | 6.3% | 6.3% |
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 | 2.18% | 0.23% | 0.23% |
1 Year | 8.45% | 3.34% | 3.34% |
3 Year | 10.65% | 6.24% | 6.24% |
5 Year | 9.35% | 5.89% | 5.89% |
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 | 9.25% | 7.47% | 7.47% |
3 Year | 8.43% | 6.84% | 6.84% |
5 Year | 8.84% | 6.77% | 6.77% |
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 | 4.80% | 3.48% | 3.48% |
Sharp | 0.63% | 0.04% | 0.04% |
Beta | 1.31% | 0.06% | 0.06% |
Alpha | 0.78% | -0.11% | -0.11% |
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 | 79.97 | 83.51 | 83.51 |
Large Cap | 9.11 | 14.96 | 14.96 |
Mid Cap | 5.74 | 1.53 | 1.53 |
Small Cap | 5.19 | - | - |
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 | 79.47 | 81.61 | 81.61 |
Industrials | 9 | - | - |
Technology | 0.97 | 2.68 | 2.68 |
Financial Services | 1.27 | 8.61 | 8.61 |
Consumer Cyclical | 6.77 | 2.56 | 2.56 |
Basic Materials | 1.13 | - | - |
Utilities | 0.5 | - | - |
Healthcare | 0.01 | - | - |
Real Estate | 0.88 | - | - |
Energy | - | 2.89 | 2.89 |
Consumer Defensive | - | 1.65 | 1.65 |
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