HSBC Conservative Hybrid Fund vs Axis Regular Saver 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 | 3.46% | 2.84% |
6 Month | -0.53% | 0.07% |
1 Year | 9.84% | 7.9% |
3 Year | 8.5% | 6.41% |
5 Year | 9.96% | 9.23% |
SIP Return Analysis
Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -0.46% | 1.82% |
1 Year | 2.96% | 5.87% |
3 Year | 10.03% | 7.81% |
5 Year | 8.9% | 7.34% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns14.87%
HSBC Aggressive Hybrid Fund - Regular Growth
3Y Returns10.71%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns15.62%
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
3Y Returns16.53%
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
3Y Returns5.55%
DSP Bond Fund - Growth
3Y Returns6.53%
SBI Savings Fund - Regular Plan - Growth
3Y Returns6.48%
HSBC Money Market Fund - Regular Growth
3Y Returns6.53%