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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) | ₹147 Cr | ₹20 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 | -1.11% | -0.61% |
| 6 Month | -1.18% | 0.58% |
| 1 Year | 4.55% | 4.18% |
| 3 Year | 9.42% | 7.08% |
| 5 Year | 7.33% | 7.51% |
SIP Return Analysis
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.39% | 0.05% |
| 1 Year | -1.65% | 1.3% |
| 3 Year | 6.16% | 5.17% |
| 5 Year | 7.11% | 6.18% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.08% | 7.31% |
| 3 Year | 8.51% | 7.75% |
| 5 Year | 8.83% | 7.97% |
Risk Management
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.11% | 4.91% |
| Sharp | 0.76% | 0.36% |
| Beta | 0.51% | 0.8% |
| Alpha | 0.92% | -1.71% |
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 | 81.97 | 77.68 |
| Large Cap | 8.17 | 19.98 |
| Mid Cap | 6.42 | 2.34 |
| Small Cap | 3.44 | - |
Sector Allocation
| Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 81.53 | 77.68 |
| Industrials | 8.71 | 1.06 |
| Technology | 1.79 | 3.12 |
| Financial Services | 1.47 | 7.79 |
| Consumer Cyclical | 5.49 | 1.92 |
| Utilities | 0.44 | - |
| Healthcare | 0.01 | 0.69 |
| Real Estate | 0.56 | - |
| Energy | - | 3.37 |
| Consumer Defensive | - | 0.57 |
| Communication Services | - | 2.54 |
| Basic Materials | - | 1.26 |
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