SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs HSBC Conservative Hybrid Fund 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) ₹137 Cr ₹28 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹250
Min Addl Investment ₹1000 ₹500
Launch Date 24 Feb 2004 25 Jan 2010
Category Conservative Conservative
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index CRISIL Hybrid 85+15 Conservative TRI
Turn Over 27% 252%
Expense Ratio 2.17 2.16
Manager Mahesh A Chhabria Dwijendra Srivastava
ISIN Code INF336L01099 INF903J01HB0
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name HSBC Conservative Hybrid Fund - Regular Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Month -1.83% -0.49%
6 Month 2.57% 1.16%
1 Year 12.89% 6.91%
3 Year 8.3% 6.36%
5 Year 8.66% 8.05%

SIP Return Analysis

Scheme Name HSBC Conservative Hybrid Fund - Regular Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month - -
1 Year 9.22% 4.46%
3 Year 11.2% 7.45%
5 Year 9.71% 8.06%

Rolling Lumpsum Returns

Scheme Name HSBC Conservative Hybrid Fund - Regular Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Year 9.17% 7.64%
3 Year 8.39% 8.12%
5 Year 8.79% 7.37%

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 78.63
Large Cap 6.69 17.53
Mid Cap 5.03 2.83
Small Cap 10.03 0.98

Sector Allocation

Scheme Name

HSBC Conservative Hybrid Fund - Regular Growth

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Others 19.32 78.63
Sovereign 52.63 -
Capital Goods 11.66 -
Technology 1.93 -
Construction 4.94 0.79
Financial 5.81 -
Services 2.94 -
Consumer Discretionary 0.77 -
Telecom - Services - 1.56
Petroleum Products - 2.13
IT - Software - 2.3
Banks - 6.45
Pharmaceuticals & Biotechnology - 1.19
Cement & Cement Products - 0.94
Power - 0.98
Diversified FMCG - 0.71
Agricultural Food & other Products - 0.46
Beverages - 1.01
Auto Components - 0.37
Automobiles - 0.97
Fertilizers & Agrochemicals - 0.52
Insurance - 0.54
Leisure Services - 0.42

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