Axis Regular Saver Fund vs HSBC Conservative Hybrid Fund compare
HSBC Conservative Hybrid Fund - Regular Growth
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High Risk | Moderately High Risk |
Asset Size (Cr) | ₹151 Cr | ₹267 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 24 Feb 2004 | 16 Jul 2010 |
Category | Conservative | Conservative |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index | NIFTY 50 Hybrid Composite Debt 15:85 |
Turn Over | 27% | 64.15% |
Expense Ratio | 2.17 | 2.2 |
Manager | Mahesh A Chhabria | Devang Shah |
ISIN Code | INF336L01099 | INF846K01693 |
Exits Load | Data not available./365 | Axis Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -2.22% | 0.19% |
6 Month | -1.48% | 0.23% |
1 Year | 9.22% | 6.63% |
3 Year | 7.61% | 5.69% |
5 Year | 7.88% | 7.53% |
SIP Return Analysis
Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 2.08% | 3.94% |
3 Year | 9.02% | 6.78% |
5 Year | 8.43% | 6.94% |
Rolling Lumpsum Returns
Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 9.26% | 7.4% |
3 Year | 8.41% | 7.34% |
5 Year | 8.8% | 7.81% |
Risk Management
Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 4.639% | 4.086% |
Sharp | 0.397% | -0.153% |
Beta | 1.191% | 1.172% |
Alpha | 0.18% | -2.209% |
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Fund Managers
Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Mahesh A Chhabria | Devang Shah |
Total AUM | ₹15021 Cr | ₹60014 Cr |
Fund Manage | 9 | 15 |
HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 78.25 | 77.44 |
Large Cap | 6.69 | 18.78 |
Mid Cap | 5.03 | 2.3 |
Small Cap | 10.03 | 1.48 |
Sector Allocation
Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 19.32 | 77.44 |
Sovereign | 52.63 | - |
Capital Goods | 11.66 | - |
Technology | 1.93 | - |
Construction | 4.94 | 0.44 |
Financial | 5.81 | - |
Services | 2.94 | - |
Consumer Discretionary | 0.77 | - |
Petroleum Products | - | 1.44 |
IT - Software | - | 2.5 |
Banks | - | 5.57 |
Diversified FMCG | - | 0.45 |
Pharmaceuticals & Biotechnology | - | 1.62 |
Chemicals & Petrochemicals | - | 0.32 |
Auto Components | - | 1.51 |
Automobiles | - | 1.54 |
Finance | - | 3.54 |
Retailing | - | 0.41 |
Food Products | - | 0.54 |
Fertilizers & Agrochemicals | - | 1.26 |
Telecom - Services | - | 0.44 |
Insurance | - | 0.97 |
Commercial Services & Supplies | - | 0.01 |
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