HSBC Conservative Hybrid Fund vs SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan compare

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tortoise-icon HSBC Conservative Hybrid Fund - Regular Growth

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tortoise-icon SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

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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 SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Fund HSBC Conservative Hybrid Fund - Regular Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹122 Cr ₹27 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹250
Min Addl Investment ₹1000 ₹500
Launch Date 24 Feb 2004 01 Mar 2010
Category Conservative Conservative
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 85+15 Conservative TRI CRISIL Hybrid 85+15 Conservative TRI
Turn Over 27% 252%
Expense Ratio 2.17 2.14
Manager Mahesh A Chhabria Dwijendra Srivastava
ISIN Code INF336L01099 INF903J01HB0
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HSBC Conservative Hybrid Fund - Regular Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Month 1.06% 0.72%
6 Month 10.55% 5.42%
1 Year 17.97% 11.21%
3 Year 9.02% 8.97%
5 Year 9.38% 9.1%

SIP Return Analysis

Scheme Name HSBC Conservative Hybrid Fund - Regular Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month - -
1 Year 8.49% 4.59%
3 Year 17.43% 12.61%
5 Year 26.97% 23.66%

Rolling Lumpsum Returns

Scheme Name HSBC Conservative Hybrid Fund - Regular Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Year 9.14% 7.6%
3 Year 8.4% 8.12%
5 Year 8.78% 7.43%

Risk Management

Scheme Name HSBC Conservative Hybrid Fund - Regular Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Standard Deviation 4.11% 4.91%
Sharp 0.6% 0.48%
Beta 0.81% 0.7%
Alpha 1.4% 1.37%

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Fund Managers

Scheme Name HSBC Conservative Hybrid Fund - Regular Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Name Mahesh A Chhabria Dwijendra Srivastava
Total AUM ₹15021 Cr ₹14140 Cr
Fund Manage 9 14
HSBC Conservative Hybrid Fund - Regular Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Market Cap

Scheme Name

HSBC Conservative Hybrid Fund - Regular Growth

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Others 78.25 79.6
Large Cap 6.69 20.4
Mid Cap 5.03 -
Small Cap 10.03 -

Sector Allocation

Scheme Name

HSBC Conservative Hybrid Fund - Regular Growth

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Others 19.32 25.17
Sovereign 52.63 53.42
Capital Goods 11.66 -
Technology 1.93 1.62
Construction 4.94 2.12
Financial 5.81 8.56
Services 2.94 0.94
Consumer Discretionary 0.77 -
Communication - 1.43
Energy - 2.26
Healthcare - 1.98
Materials - 0.75
Consumer Staples - 1.75

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