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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) ₹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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