HSBC Conservative Hybrid Fund vs Axis Regular Saver Fund compare

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tortoise-icon HSBC Conservative Hybrid Fund - Regular Growth

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tortoise-icon Axis Conservative Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹137 Cr ₹299 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 2.86% 0.39%
6 Month 5.07% 2.8%
1 Year 15.62% 7.69%
3 Year 9.12% 5.47%
5 Year 9.31% 8.04%

SIP Return Analysis

Scheme Name HSBC Conservative Hybrid Fund - Regular Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 14.66% 6.37%
3 Year 12.75% 7.32%
5 Year 10.63% 7.43%

Rolling Lumpsum Returns

Scheme Name HSBC Conservative Hybrid Fund - Regular Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 9.17% 7.33%
3 Year 8.39% 7.39%
5 Year 8.79% 7.62%

Risk Management

Scheme Name HSBC Conservative Hybrid Fund - Regular Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 4.11% 3.83%
Sharp 0.6% -
Beta 0.81% 0.77%
Alpha 1.4% -1.12%

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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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