HSBC Conservative Hybrid Fund - Regular Growth
Parag Parikh Conservative Hybrid Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Fund | HSBC Conservative Hybrid Fund - Regular Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹151 Cr | ₹3097 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 24 Feb 2004 | 26 May 2021 |
| 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% | % |
| Expense Ratio | 2.17 | 0.65 |
| Manager | Mahesh A Chhabria | Rajeev Thakkar |
| ISIN Code | INF336L01099 | INF879O01209 |
| Exits Load | Data not available./365 | Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| 1 Month | -1.33% | 0.39% |
| 6 Month | -0.7% | 2.34% |
| 1 Year | 2.09% | 7.48% |
| 3 Year | 9.26% | 11.19% |
| 5 Year | 7.81% | - |
SIP Return Analysis
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| 6 Month | -0.77% | 1.67% |
| 1 Year | 3.16% | 7.57% |
| 3 Year | 8.19% | 10.27% |
| 5 Year | 8.13% | - |
Rolling Lumpsum Returns
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| 1 Year | 9.11% | 9.94% |
| 3 Year | 8.49% | 11.23% |
| 5 Year | 8.84% | - |
Risk Management
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 4.64% | 3.09% |
| Sharp | 0.76% | 1.53% |
| Beta | 1.28% | 0.80% |
| Alpha | 0.39% | 2.72% |
Fund Managers
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Name | Mahesh A Chhabria | Rajeev Thakkar |
| Total AUM | ₹15021 Cr | ₹0 Cr |
| Funds Managed | 9 | 5 |
| HSBC Conservative Hybrid Fund - Regular Growth | Parag Parikh Conservative Hybrid Fund Regular - Growth |
Market Cap
| Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Others | 80.66 | 87.02 |
| Large Cap | 8.55 | 10.08 |
| Mid Cap | 6.71 | 2.1 |
| Small Cap | 4.09 | 0.8 |
Sector Allocation
| Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Others | 80.13 | 77.36 |
| Industrials | 9.05 | 0.04 |
| Technology | 2.03 | 0.02 |
| Financial Services | 1.41 | 2.05 |
| Consumer Cyclical | 5.87 | 0.8 |
| Utilities | 0.53 | 2.01 |
| Healthcare | 0.02 | - |
| Real Estate | 0.98 | 9.66 |
| Energy | - | 5.01 |
| Basic Materials | - | 0.98 |
| Consumer Defensive | - | 2.07 |
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