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
| 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 |
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.86% | 0.6% |
| 6 Month | 5.07% | 3.44% |
| 1 Year | 15.62% | 8.24% |
| 3 Year | 9.12% | 6.68% |
| 5 Year | 9.31% | 8.25% |
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.66% | 6.63% |
| 3 Year | 12.75% | 8.17% |
| 5 Year | 10.63% | 8.56% |
| 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% |
| 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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 |
| 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 |
| 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 |
Top Comparisons
ICICI Prudential Banking and Financial Services Fund - Growth
3Y Returns13.75%
Quant BFSI Fund Regular - Growth
3Y Returns0%
ICICI Prudential Medium Term Bond Fund - Growth
3Y Returns6.25%
Axis Strategic Bond Fund - Regular Plan - Growth Option
3Y Returns6.46%
Nippon India Ultra Short Duration Fund- Growth Option
3Y Returns6.15%
LIC MF Ultra Short Term Fund Regular - Growth
3Y Returns5.62%
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
3Y Returns17.93%
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
3Y Returns17.4%