HSBC Conservative Hybrid Fund vs UTI Conservative Hybrid Fund compare
HSBC Conservative Hybrid Fund - Regular Growth
Invest NowUTI Conservative Hybrid Fund - Regular Plan - Growth Option
Invest NowChart 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) | ₹122 Cr | ₹1617 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 | CRISIL Hybrid 85+15 Conservative TRI | NIFTY 50 Hybrid Composite Debt 15:85 |
Turn Over | 27% | 32% |
Expense Ratio | 2.17 | 1.8 |
Manager | Mahesh A Chhabria | Amit Kumar Premchandani |
ISIN Code | INF336L01099 | INF789F01893 |
Exits Load | Nil/365 | Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months./365 |
Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -1.26% | -1.34% |
6 Month | 5.73% | 6.44% |
1 Year | 15.59% | 14.08% |
3 Year | 8.09% | 8.13% |
5 Year | 8.81% | 9.86% |
Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 14.08% | 13.01% |
3 Year | 11.96% | 11.53% |
5 Year | 10.16% | 11.15% |
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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Get Free Experts GuidanceScheme 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 | 75.65 |
Large Cap | 6.69 | 15.44 |
Mid Cap | 5.03 | 4.51 |
Small Cap | 10.03 | 4.37 |
Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 19.32 | 75.65 |
Sovereign | 52.63 | - |
Capital Goods | 11.66 | - |
Technology | 1.93 | - |
Construction | 4.94 | 0.24 |
Financial | 5.81 | - |
Services | 2.94 | - |
Consumer Discretionary | 0.77 | - |
Petroleum Products | - | 0.59 |
Gas | - | 0.26 |
IT - Software | - | 2.74 |
Cement & Cement Products | - | 0.64 |
Personal Products | - | 0.45 |
Transport Services | - | 0.34 |
Ferrous Metals | - | 0.59 |
Textiles & Apparels | - | 0.22 |
Non - Ferrous Metals | - | 0.54 |
Pharmaceuticals & Biotechnology | - | 1.85 |
Banks | - | 6.22 |
Healthcare Services | - | 0.53 |
Automobiles | - | 1.27 |
Consumer Durables | - | 1.02 |
Electrical Equipment | - | 0.16 |
Diversified FMCG | - | 0.25 |
Fertilizers & Agrochemicals | - | 0.28 |
Entertainment | - | 0.3 |
Agricultural Food & other Products | - | 0.24 |
Realty | - | 0.38 |
Industrial Products | - | 0.21 |
Aerospace & Defense | - | 0.24 |
Telecom - Services | - | 0.92 |
Capital Markets | - | 0.32 |
Power | - | 0.54 |
Consumable Fuels | - | 0.4 |
Minerals & Mining | - | 0.16 |
Retailing | - | 0.63 |
Insurance | - | 0.77 |
Finance | - | 0.39 |
Auto Components | - | 0.37 |
Leisure Services | - | 0.03 |
Transport Infrastructure | - | 0.23 |
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