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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 | Moderately High |
| 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 | 4.04% | 2.92% |
| 6 Month | -0.24% | 0.29% |
| 1 Year | 9.99% | 7.11% |
| 3 Year | 8.44% | 7.18% |
| 5 Year | 10.07% | 9.8% |
SIP Return Analysis
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.46% | 1.06% |
| 1 Year | 2.96% | 4.47% |
| 3 Year | 10.03% | 7.79% |
| 5 Year | 8.9% | 8.04% |
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% | 3.55% |
| Sharp | 0.397% | -0.011% |
| Beta | 1.191% | 1.006% |
| Alpha | 0.18% | -0.98% |
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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 |
| Funds Managed | 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 | 78.18 | 81.82 |
| Large Cap | 9.58 | 16.41 |
| Mid Cap | 5.77 | 1.77 |
| Small Cap | 6.48 | 0 |
Sector Allocation
| Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| Others | 78.18 | 81.72 |
| Industrials | 10.75 | 0.48 |
| Technology | 1.23 | 2.38 |
| Financial Services | 1.2 | 6.99 |
| Consumer Cyclical | 6.53 | 1.47 |
| Basic Materials | 0.64 | 1.3 |
| Healthcare | 0.59 | 0.43 |
| Real Estate | 0.88 | - |
| Communication Services | - | 1.69 |
| Energy | - | 2 |
| Consumer Defensive | - | 1.53 |
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