SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs HSBC Conservative Hybrid Fund compare

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HSBC Conservative Hybrid Fund - Regular Growth

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Sundaram Conservative Hybrid Fund - Regular Plan - 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	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Fund	HSBC Conservative Hybrid Fund - Regular Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderately High
Asset Size (Cr)	₹151 Cr	₹21 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹1000	₹250
Min Addl Investment	₹1000	₹500
Launch Date	24 Feb 2004	25 Jan 2010
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%	252%
Expense Ratio	2.17	2.19
Manager	Mahesh A Chhabria	Dwijendra Srivastava
ISIN Code	INF336L01099	INF903J01HB0
Exits Load	Data not available./365	Data not available./365

Scheme Name	HSBC Conservative Hybrid Fund - Regular Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Month	-1.33%	0.77%
6 Month	-0.7%	0.63%
1 Year	2.09%	3.37%
3 Year	9.26%	6.88%
5 Year	7.81%	7.88%

Scheme Name	HSBC Conservative Hybrid Fund - Regular Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
6 Month	-0.77%	1.24%
1 Year	3.16%	4.65%
3 Year	8.19%	6.4%
5 Year	8.13%	6.91%

Scheme Name	HSBC Conservative Hybrid Fund - Regular Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Year	9.11%	7.35%
3 Year	8.49%	7.82%
5 Year	8.84%	8.01%

Scheme Name	HSBC Conservative Hybrid Fund - Regular Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation	4.74%	4.91%
Sharp	0.58%	0.31%
Beta	1.31%	0.81%
Alpha	-	-1.91%

Scheme Name	HSBC Conservative Hybrid Fund - Regular Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Name	Mahesh A Chhabria	Dwijendra Srivastava
Total AUM	₹15021 Cr	₹14140 Cr
Funds Managed	9	14
	HSBC Conservative Hybrid Fund - Regular Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth

Scheme Name	HSBC Conservative Hybrid Fund - Regular Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	81.24	78.57
Large Cap	8.45	19.1
Mid Cap	6.73	2.33
Small Cap	3.59	-

Scheme Name	HSBC Conservative Hybrid Fund - Regular Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	80.69	78.57
Industrials	8.61	1.06
Technology	2.03	2.31
Financial Services	1.44	7.65
Consumer Cyclical	5.71	1.82
Utilities	0.54	0
Healthcare	0.01	0.67
Real Estate	0.96	-
Energy	-	3.08
Basic Materials	-	1.92
Consumer Defensive	-	0.53
Communication Services	-	2.4