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tortoise-icon HSBC Conservative Hybrid Fund - Regular Growth

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tortoise-icon Parag Parikh Conservative Hybrid Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹147 Cr ₹3212 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 -1.35% 0.21%
6 Month -2.42% 1.31%
1 Year 2.64% 6.85%
3 Year 8.96% 10.83%
5 Year 7.05% -

SIP Return Analysis

Scheme Name HSBC Conservative Hybrid Fund - Regular Growth Parag Parikh Conservative Hybrid Fund Regular - Growth
6 Month -2.39% 0.78%
1 Year -1.65% 4.61%
3 Year 6.16% 9.03%
5 Year 7.11% -

Rolling Lumpsum Returns

Scheme Name HSBC Conservative Hybrid Fund - Regular Growth Parag Parikh Conservative Hybrid Fund Regular - Growth
1 Year 9.08% 9.47%
3 Year 8.51% 11.26%
5 Year 8.83% -

Risk Management

Scheme Name HSBC Conservative Hybrid Fund - Regular Growth Parag Parikh Conservative Hybrid Fund Regular - Growth
Standard Deviation 4.72% 3.08%
Sharp 0.60% 1.38%
Beta 1.31% 0.80%
Alpha -0.07% 2.44%

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 81.97 86.46
Large Cap 8.17 10.1
Mid Cap 6.42 2.16
Small Cap 3.44 1.28

Sector Allocation

Scheme Name

HSBC Conservative Hybrid Fund - Regular Growth

Parag Parikh Conservative Hybrid Fund Regular - Growth

Others 81.53 76.98
Industrials 8.71 0.05
Technology 1.79 0.6
Financial Services 1.47 2.02
Consumer Cyclical 5.49 0.69
Utilities 0.44 1.99
Healthcare 0.01 -
Real Estate 0.56 9.25
Communication Services - 0.32
Energy - 5.18
Basic Materials - 0.93
Consumer Defensive - 1.99

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