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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 | 3.81% | 3.12% |
| 6 Month | 0.15% | 1.44% |
| 1 Year | 10.61% | 11.27% |
| 3 Year | 9.12% | 9.48% |
| 5 Year | 9.81% | 12.3% |
SIP Return Analysis
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.39% | 2.49% |
| 1 Year | 4.91% | 7.29% |
| 3 Year | 10.68% | 10.77% |
| 5 Year | 9.24% | 10.31% |
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 |
| Funds Managed | 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 | 78.18 | 78.71 |
| Large Cap | 9.58 | 14.48 |
| Mid Cap | 5.77 | 3.88 |
| Small Cap | 6.48 | 2.92 |
Sector Allocation
| Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 78.18 | 78.71 |
| Industrials | 10.75 | 1.1 |
| Technology | 1.23 | 2.49 |
| Financial Services | 1.2 | 7.2 |
| Consumer Cyclical | 6.53 | 2.55 |
| Basic Materials | 0.64 | 2.1 |
| Healthcare | 0.59 | 1.67 |
| Real Estate | 0.88 | 0.32 |
| Energy | - | 1.23 |
| Utilities | - | 0.56 |
| Consumer Defensive | - | 0.75 |
| Communication Services | - | 1.33 |
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