All comparisons
Head-to-head
Kotak Conservative Hybrid Fund - Direct Plan - GrowthvsHSBC Conservative Hybrid Fund - Direct Plan - Growth
Side-by-side comparison of Kotak Conservative Hybrid Fund - Direct Plan - Growth and HSBC Conservative Hybrid Fund - Direct Plan - Growth — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
hybrid
Kotak Conservative Hybrid Fund - Direct Plan - Growth
3Y ago₹1.29 L
5Y ago₹1.54 L
hybrid
HSBC Conservative Hybrid Fund - Direct Plan - Growth
3Y ago₹1.31 L
5Y ago₹1.47 L
Normalised price over time
Both funds start 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 | Kotak Conservative Hybrid Fund … | HSBC Conservative Hybrid Fund -… |
|---|---|---|
| Fund house | Kotak Mahindra Mutual Fund | HSBC Mutual Fund |
| Category | Hybrid Schemes - Conservative Hybrid Fund | Hybrid Schemes - Conservative Hybrid Fund |
| Latest NAV | ₹69.9852 | ₹71.895 |
| Assets managed (AUM) | — | — |
| 1Y return | 4.98% | 4.27% |
| 3Y CAGR | 9.00% | 9.36% |
| 5Y CAGR | 8.95% | 7.97% |
| Since inception CAGR | 10.35% | 8.82% |
| Bumpiness · 3Y (annualised σ) | 4.48 | 4.84 |
| Worst drop ever | -11.80% | -10.38% |
| Sharpe · 3Y (rf=6%) | 0.67 | 0.69 |
Explore each fund individually
Kotak Conservative Hybrid Fund - Direct Plan - Growth →HSBC Conservative Hybrid Fund - Direct Plan - Growth →
Want to compare more than two? Add up to 3 more funds on the full compare page.