HSBC Conservative Hybrid Fund vs SBI Conservative Hybrid Fund compare

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tortoise-icon SBI Conservative Hybrid Fund - Regular Plan - Growth

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tortoise-icon HSBC Conservative Hybrid Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth HSBC Conservative Hybrid Fund - Regular Growth
Fund SBI Conservative Hybrid Fund - Regular Plan - Growth HSBC Conservative Hybrid Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk High Moderately High
Asset Size (Cr) ₹9995 Cr ₹122 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 25 Mar 2001 24 Feb 2004
Category Conservative Conservative
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite Debt 15:85 CRISIL Hybrid 85+15 Conservative TRI
Turn Over 252% 27%
Expense Ratio 1.11 2.17
Manager Pradeep Kesavan Mahesh A Chhabria
ISIN Code INF200K01859 INF336L01099
Exits Load For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth HSBC Conservative Hybrid Fund - Regular Growth
1 Month 0.79% 1.06%
6 Month 8.19% 10.55%
1 Year 14.65% 17.97%
3 Year 10.82% 9.02%
5 Year 11.71% 9.38%

SIP Return Analysis

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth HSBC Conservative Hybrid Fund - Regular Growth
6 Month - -
1 Year 6.97% 8.49%
3 Year 18.13% 17.43%
5 Year 33.27% 26.97%

Rolling Lumpsum Returns

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth HSBC Conservative Hybrid Fund - Regular Growth
1 Year 11.02% 8.63%
3 Year 26.7% 20.94%
5 Year 34.85% 28.87%

Risk Management

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth HSBC Conservative Hybrid Fund - Regular Growth
Standard Deviation 3.08% 4.11%
Sharp 1.21% 0.6%
Beta 0.52% 0.81%
Alpha 3.14% 1.4%

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Fund Managers

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth HSBC Conservative Hybrid Fund - Regular Growth
Name Pradeep Kesavan Mahesh A Chhabria
Total AUM ₹434274 Cr ₹15021 Cr
Fund Manage 43 9
SBI Conservative Hybrid Fund - Regular Plan - Growth HSBC Conservative Hybrid Fund - Regular Growth

Market Cap

Scheme Name

SBI Conservative Hybrid Fund - Regular Plan - Growth

HSBC Conservative Hybrid Fund - Regular Growth

Others 76.19 78.25
Large Cap 8.2 6.69
Small Cap 10.74 10.03
Mid Cap 4.87 5.03

Sector Allocation

Scheme Name

SBI Conservative Hybrid Fund - Regular Plan - Growth

HSBC Conservative Hybrid Fund - Regular Growth

Others 17.61 19.32
Sovereign 13.86 52.63
Energy 5.32 -
Technology 2.03 1.93
Metals & Mining 2.21 -
Construction 7.85 4.94
Financial 28.03 5.81
Services 1.84 2.94
Materials 1.29 -
Healthcare 0.6 -
Automobile 1.17 -
Consumer Discretionary 1.42 0.77
Chemicals 1.06 -
Consumer Staples 1.74 -
Communication 7.75 -
Insurance 0.57 -
Capital Goods 5.19 11.66
Textiles 0.46 -

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