UTI Conservative Hybrid Fund vs HSBC 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) | ₹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 | 1.06% | 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% |
| 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% |
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.63% | 10.02% |
| 3 Year | 20.94% | 24.28% |
| 5 Year | 28.87% | 31.94% |
| 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 | 75.14 |
| Small Cap | 10.03 | 4.67 |
| Large Cap | 6.69 | 16.28 |
| Mid Cap | 5.03 | 3.92 |
| Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Sovereign | 52.63 | 30.82 |
| Others | 19.32 | 3.75 |
| Financial | 5.81 | 44.03 |
| Capital Goods | 11.66 | 2.74 |
| Construction | 4.94 | 2.22 |
| Services | 2.94 | 1.3 |
| Technology | 1.93 | 2.33 |
| Consumer Discretionary | 0.77 | 0.98 |
| Communication | - | 1.02 |
| Automobile | - | 1.97 |
| Metals & Mining | - | 1.38 |
| Materials | - | 1.12 |
| Healthcare | - | 2.34 |
| Insurance | - | 0.7 |
| Energy | - | 1.74 |
| Textiles | - | 0.35 |
| Chemicals | - | 0.32 |
| Consumer Staples | - | 0.9 |
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