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SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs HSBC Conservative Hybrid Fund compare
HSBC Conservative Hybrid Fund - Regular Growth
Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Chart Comparison
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) | ₹157 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 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.19% | 0.75% |
| 6 Month | 4.74% | 1.25% |
| 1 Year | 5.16% | 3.43% |
| 3 Year | 10.78% | 7.55% |
| 5 Year | 8.96% | 8.31% |
SIP Return Analysis
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.48% | 0.48% |
| 1 Year | 8.1% | 4.06% |
| 3 Year | 10.31% | 6.52% |
| 5 Year | 9.28% | 7.05% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.21% | 7.53% |
| 3 Year | 8.47% | 7.93% |
| 5 Year | 8.85% | 7.95% |
Risk Management
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.64% | 3.62% |
| Sharp | 0.81% | 0.16% |
| Beta | 1.30% | 1.18% |
| Alpha | 0.74% | -2.13% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 81.53 | 79.45 |
| Large Cap | 8.11 | 18.27 |
| Mid Cap | 6.2 | 2.28 |
| Small Cap | 4.17 | - |
Sector Allocation
| Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 81 | 78.08 |
| Industrials | 8.68 | 0.44 |
| Technology | 1.92 | 2.14 |
| Financial Services | 1.29 | 7.54 |
| Consumer Cyclical | 5.67 | 2.02 |
| Utilities | 0.53 | 1.37 |
| Healthcare | 0.01 | 0.65 |
| Real Estate | 0.88 | - |
| Energy | - | 2.81 |
| Basic Materials | - | 1.86 |
| Consumer Defensive | - | 0.93 |
| Communication Services | - | 2.16 |
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