HSBC Conservative Hybrid Fund vs UTI Conservative Hybrid Fund compare
HSBC Conservative Hybrid Fund - Regular Growth
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HSBC Conservative Hybrid Fund - Regular Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹137 Cr | ₹1645 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 24 Feb 2004 | 16 Dec 2003 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index | NIFTY 50 Hybrid Composite Debt 15:85 |
| Turn Over | 27% | 32% |
| Expense Ratio | 2.17 | 1.81 |
| Manager | Mahesh A Chhabria | Amit Kumar Premchandani |
| ISIN Code | INF336L01099 | INF789F01893 |
| Exits Load | Data not available./365 | UTI Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.86% | 0.72% |
| 6 Month | 5.07% | 4.37% |
| 1 Year | 15.62% | 12.1% |
| 3 Year | 9.12% | 8.73% |
| 5 Year | 9.31% | 9.97% |
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.66% | 10.02% |
| 3 Year | 12.75% | 10.98% |
| 5 Year | 10.63% | 10.84% |
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.17% | 9.74% |
| 3 Year | 8.39% | 9.39% |
| 5 Year | 8.79% | 9.27% |
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.11% | 4.21% |
| Sharp | 0.6% | 0.83% |
| Beta | 0.81% | 0.78% |
| Alpha | 1.4% | 2.48% |
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| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Mahesh A Chhabria | Amit Kumar Premchandani |
| Total AUM | ₹15021 Cr | ₹13572 Cr |
| Fund Manage | 9 | 3 |
| HSBC Conservative Hybrid Fund - Regular Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
| Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 78.25 | 76.58 |
| Large Cap | 6.69 | 14.97 |
| Mid Cap | 5.03 | 4.19 |
| Small Cap | 10.03 | 4.21 |
| Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 19.32 | 76.58 |
| Sovereign | 52.63 | - |
| Capital Goods | 11.66 | - |
| Technology | 1.93 | - |
| Construction | 4.94 | 0.18 |
| Financial | 5.81 | - |
| Services | 2.94 | - |
| Consumer Discretionary | 0.77 | - |
| Petroleum Products | - | 0.63 |
| Gas | - | 0.2 |
| IT - Software | - | 2.62 |
| Cement & Cement Products | - | 0.62 |
| Personal Products | - | 0.48 |
| Transport Services | - | 0.37 |
| Ferrous Metals | - | 0.55 |
| Textiles & Apparels | - | 0.17 |
| Non - Ferrous Metals | - | 0.5 |
| Pharmaceuticals & Biotechnology | - | 1.78 |
| Banks | - | 6.18 |
| Healthcare Services | - | 0.53 |
| Automobiles | - | 1.1 |
| Consumer Durables | - | 0.9 |
| Electrical Equipment | - | 0.1 |
| Diversified FMCG | - | 0.24 |
| Fertilizers & Agrochemicals | - | 0.28 |
| Entertainment | - | 0.29 |
| Agricultural Food & other Products | - | 0.21 |
| Realty | - | 0.32 |
| Industrial Products | - | 0.19 |
| Aerospace & Defense | - | 0.24 |
| Telecom - Services | - | 0.88 |
| Capital Markets | - | 0.34 |
| Power | - | 0.56 |
| Consumable Fuels | - | 0.37 |
| Minerals & Mining | - | 0.24 |
| Retailing | - | 0.56 |
| Insurance | - | 0.7 |
| Finance | - | 0.35 |
| Auto Components | - | 0.31 |
| Leisure Services | - | 0.16 |
| Transport Infrastructure | - | 0.22 |
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