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) ₹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 -1.35% -1.47%
6 Month 5.64% 6.3%
1 Year 15.48% 13.93%
3 Year 8.04% 8.06%
5 Year 8.78% 9.82%

SIP Return Analysis

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%

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 75.65
Large Cap 6.69 15.44
Mid Cap 5.03 4.51
Small Cap 10.03 4.37

Sector Allocation

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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