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SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs HSBC Conservative Hybrid Fund compare
HSBC Conservative Hybrid Fund - Regular Growth
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Chart Comparison
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 Risk | Moderately High Risk |
| Asset Size (Cr) | ₹151 Cr | ₹27 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 | 2.19 |
| 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 | -2.22% | -0.21% |
| 6 Month | -1.48% | 0.28% |
| 1 Year | 9.22% | 5.22% |
| 3 Year | 7.61% | 6.47% |
| 5 Year | 7.88% | 7.67% |
SIP Return Analysis
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 1.38% | 3.47% |
| 3 Year | 8.72% | 7.14% |
| 5 Year | 8.21% | 7.79% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.26% | 7.67% |
| 3 Year | 8.41% | 7.96% |
| 5 Year | 8.8% | 7.63% |
Risk Management
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.639% | 3.463% |
| Sharp | 0.397% | 0.074% |
| Beta | 1.191% | 1.001% |
| Alpha | 0.18% | -1.111% |
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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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