HSBC Conservative Hybrid Fund vs UTI Conservative Hybrid Fund compare

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tortoise-icon HSBC Conservative Hybrid Fund - Regular Growth

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tortoise-icon UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹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

Trailing Lumpsum Returns

Scheme Name HSBC Conservative Hybrid Fund - Regular Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month 1.06% 1.4%
6 Month 10.55% 9.2%
1 Year 17.97% 16.44%
3 Year 9.02% 10.25%
5 Year 9.38% 10.38%

SIP Return Analysis

Scheme Name HSBC Conservative Hybrid Fund - Regular Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 8.49% 6.96%
3 Year 17.43% 16.61%
5 Year 26.97% 29.93%

Rolling Lumpsum Returns

Scheme Name HSBC Conservative Hybrid Fund - Regular Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 9.14% 9.71%
3 Year 8.4% 9.4%
5 Year 8.78% 9.25%

Risk Management

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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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 78.25 75.14
Large Cap 6.69 16.28
Mid Cap 5.03 3.92
Small Cap 10.03 4.67

Sector Allocation

Scheme Name

HSBC Conservative Hybrid Fund - Regular Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 19.32 3.75
Sovereign 52.63 30.82
Capital Goods 11.66 2.74
Technology 1.93 2.33
Construction 4.94 2.22
Financial 5.81 44.03
Services 2.94 1.3
Consumer Discretionary 0.77 0.98
Energy - 1.74
Consumer Staples - 0.9
Metals & Mining - 1.38
Healthcare - 2.34
Automobile - 1.97
Materials - 1.12
Chemicals - 0.32
Textiles - 0.35
Communication - 1.02
Insurance - 0.7

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