UTI Conservative Hybrid Fund vs HSBC 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) ₹137 Cr ₹1645 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 -1.83% -0.5%
6 Month 2.57% 1.98%
1 Year 12.89% 10.81%
3 Year 8.3% 8.41%
5 Year 8.66% 10.12%

SIP Return Analysis

Scheme Name HSBC Conservative Hybrid Fund - Regular Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 9.22% 7.09%
3 Year 11.2% 10.13%
5 Year 9.71% 10.3%

Rolling Lumpsum Returns

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%

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 76.58
Large Cap 6.69 14.97
Mid Cap 5.03 4.19
Small Cap 10.03 4.21

Sector Allocation

Scheme Name

HSBC Conservative Hybrid Fund - Regular Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 19.32 76.58
Sovereign 52.63 -
Capital Goods 11.66 -
Technology 1.93 -
Construction 4.94 0.18
Financial 5.81 -
Services 2.94 -
Consumer Discretionary 0.77 -
Petroleum Products - 0.63
Gas - 0.2
IT - Software - 2.62
Cement & Cement Products - 0.62
Personal Products - 0.48
Transport Services - 0.37
Ferrous Metals - 0.55
Textiles & Apparels - 0.17
Non - Ferrous Metals - 0.5
Pharmaceuticals & Biotechnology - 1.78
Banks - 6.18
Healthcare Services - 0.53
Automobiles - 1.1
Consumer Durables - 0.9
Electrical Equipment - 0.1
Diversified FMCG - 0.24
Fertilizers & Agrochemicals - 0.28
Entertainment - 0.29
Agricultural Food & other Products - 0.21
Realty - 0.32
Industrial Products - 0.19
Aerospace & Defense - 0.24
Telecom - Services - 0.88
Capital Markets - 0.34
Power - 0.56
Consumable Fuels - 0.37
Minerals & Mining - 0.24
Retailing - 0.56
Insurance - 0.7
Finance - 0.35
Auto Components - 0.31
Leisure Services - 0.16
Transport Infrastructure - 0.22

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