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) | ₹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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