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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
Overview
| 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) | ₹151 Cr | ₹1633 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 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.59% | -0.61% |
| 6 Month | -2.23% | -0.94% |
| 1 Year | 7.7% | 8.06% |
| 3 Year | 7.9% | 8.75% |
| 5 Year | 8.33% | 10.87% |
SIP Return Analysis
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -2.72% | -1.14% |
| 1 Year | -1.49% | 2.39% |
| 3 Year | 8.38% | 9.1% |
| 5 Year | 7.92% | 9.45% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.26% | 9.83% |
| 3 Year | 8.41% | 9.34% |
| 5 Year | 8.8% | 9.33% |
Risk Management
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.639% | 4.158% |
| Sharp | 0.397% | 0.455% |
| Beta | 1.191% | 1.159% |
| Alpha | 0.18% | 0.778% |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 78.17521 | 78.71087 |
| Large Cap | 9.57582 | 14.48388 |
| Mid Cap | 5.7654 | 3.88332 |
| Small Cap | 6.48358 | 2.92194 |
Sector Allocation
| Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 78.17521 | 78.71087 |
| Industrials | 10.75189 | 1.09981 |
| Technology | 1.23251 | 2.48897 |
| Financial Services | 1.19912 | 7.20468 |
| Consumer Cyclical | 6.53299 | 2.5512 |
| Basic Materials | 0.63749 | 2.10036 |
| Healthcare | 0.58979 | 1.66703 |
| Real Estate | 0.88101 | 0.31738 |
| Energy | - | 1.22569 |
| Utilities | - | 0.55802 |
| Consumer Defensive | - | 0.7494 |
| Communication Services | - | 1.3266 |
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