Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
2/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
hybridDirect
HSBC Conservative Hybrid Fund - Direct Plan - Growth
3Y ago₹1.31 L
5Y ago₹1.47 L
hybridDirect
Kotak Conservative Hybrid Fund - Direct Plan - Growth
3Y ago₹1.29 L
5Y ago₹1.54 L
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | HSBC Conservative Hybrid Fund -… | Kotak Conservative Hybrid Fund … |
|---|---|---|
| Fund house | HSBC Mutual Fund | Kotak Mahindra Mutual Fund |
| Category | Hybrid Schemes - Conservative Hybrid Fund | Hybrid Schemes - Conservative Hybrid Fund |
| Plan | Direct | Direct |
| Latest NAV | ₹71.895 | ₹69.9852 |
| Assets managed (AUM) | — | — |
| 1M return | -0.12% | -0.18% |
| 6M return | 3.40% | 1.07% |
| 1Y return | 4.27% | 4.98% |
| 3Y CAGR | 9.36% | 9.00% |
| 5Y CAGR | 7.97% | 8.95% |
| Since inception CAGR | 8.82% | 10.35% |
| Bumpiness · 3Y (annualised σ) | 4.84 | 4.48 |
| Worst drop ever | -10.38% | -11.80% |
| Sharpe · 3Y (rf=6%) | 0.69 | 0.67 |