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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) | ₹160 Cr | ₹27 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 | -0.22% | 0.11% |
| 6 Month | 1.66% | 3.15% |
| 1 Year | 6.97% | 6.22% |
| 3 Year | 11.4% | 8.8% |
| 5 Year | 9.39% | 8.9% |
SIP Return Analysis
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.93% | 2.32% |
| 1 Year | 8.1% | 6.2% |
| 3 Year | 11.27% | 8.12% |
| 5 Year | 9.65% | 8.11% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.29% | 7.65% |
| 3 Year | 8.4% | 7.91% |
| 5 Year | 8.81% | 7.78% |
Risk Management
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.01% | 3.66% |
| Sharp | 0.86% | 0.50% |
| Beta | 1.32% | 1.10% |
| Alpha | 0.03% | -1.71% |
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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 | 78.18 | 81.82 |
| Large Cap | 9.58 | 16.41 |
| Mid Cap | 5.77 | 1.77 |
| Small Cap | 6.48 | 0 |
Sector Allocation
| Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 78.18 | 81.72 |
| Industrials | 10.75 | 0.48 |
| Technology | 1.23 | 2.38 |
| Financial Services | 1.2 | 6.99 |
| Consumer Cyclical | 6.53 | 1.47 |
| Basic Materials | 0.64 | 1.3 |
| Healthcare | 0.59 | 0.43 |
| Real Estate | 0.88 | - |
| Communication Services | - | 1.69 |
| Energy | - | 2 |
| Consumer Defensive | - | 1.53 |
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