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 | Moderately High |
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 | 2.91% | 2.39% |
6 Month | 2.5% | 3.81% |
1 Year | 11.11% | 9.94% |
3 Year | 9.7% | 7.12% |
5 Year | 9.97% | 9.35% |
SIP Return Analysis
Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.39% | 3.02% |
1 Year | 4.91% | 7.81% |
3 Year | 10.68% | 8.4% |
5 Year | 9.24% | 7.59% |
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% | 4.135% |
Sharp | 0.397% | -0.202% |
Beta | 1.191% | 1.16% |
Alpha | 0.18% | -1.912% |
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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 |
Funds Managed | 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 | 78.18 | 78.03 |
Large Cap | 9.58 | 20.05 |
Mid Cap | 5.77 | 0.79 |
Small Cap | 6.48 | 1.13 |
Sector Allocation
Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 78.18 | 78.03 |
Industrials | 10.75 | 0.58 |
Technology | 1.23 | 2.74 |
Financial Services | 1.2 | 10.09 |
Consumer Cyclical | 6.53 | 2.12 |
Basic Materials | 0.64 | 1.48 |
Healthcare | 0.59 | 1.69 |
Real Estate | 0.88 | - |
Energy | - | 1.82 |
Consumer Defensive | - | 0.72 |
Communication Services | - | 0.73 |
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