- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹163 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 | 0.45% | 0.31% |
| 6 Month | 8.6% | 3.48% |
| 1 Year | 5.37% | 2.25% |
| 3 Year | 10.22% | 6.89% |
| 5 Year | 9.22% | 8.3% |
SIP Return Analysis
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.18% | -0.1% |
| 1 Year | 8.45% | 2.98% |
| 3 Year | 10.65% | 6.41% |
| 5 Year | 9.35% | 6.98% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.25% | 7.6% |
| 3 Year | 8.43% | 7.99% |
| 5 Year | 8.84% | 7.88% |
Risk Management
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.80% | 3.72% |
| Sharp | 0.63% | 0.03% |
| Beta | 1.31% | 1.16% |
| Alpha | 0.78% | -1.84% |
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 | 79.97 | 79.74 |
| Large Cap | 9.11 | 17.99 |
| Mid Cap | 5.74 | 2.28 |
| Small Cap | 5.19 | - |
Sector Allocation
| Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 79.47 | 78.46 |
| Industrials | 9 | 0.43 |
| Technology | 0.97 | 2.17 |
| Financial Services | 1.27 | 7.59 |
| Consumer Cyclical | 6.77 | 1.82 |
| Basic Materials | 1.13 | 1.86 |
| Utilities | 0.5 | 1.28 |
| Healthcare | 0.01 | 0.63 |
| Real Estate | 0.88 | - |
| Energy | - | 2.72 |
| Consumer Defensive | - | 0.93 |
| Communication Services | - | 2.11 |
Top Comparisons
SBI Balanced Advantage Fund Regular Growth
3Y Returns13.06%
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
3Y Returns11.83%
ICICI Prudential Income Plus Arbitrage Active FOF - Growth
3Y Returns11.3%
ICICI Prudential Income Plus Arbitrage Active FOF - Growth
3Y Returns11.3%
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns17.23%
Quant Flexi Cap Fund-Growth
3Y Returns14.48%
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth
3Y Returns15.83%
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns16.1%
