HSBC Conservative Hybrid Fund vs UTI Conservative Hybrid Fund compare

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HSBC Conservative Hybrid Fund - Regular Growth

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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)	₹157 Cr	₹1690 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

Scheme Name	HSBC Conservative Hybrid Fund - Regular Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month	0.02%	1.14%
6 Month	3.71%	2.58%
1 Year	5.93%	5.81%
3 Year	10.39%	9.82%
5 Year	8.88%	10.45%

Scheme Name	HSBC Conservative Hybrid Fund - Regular Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	0.77%	0.16%
1 Year	6.54%	4.44%
3 Year	9.7%	8.5%
5 Year	8.95%	8.73%

Scheme Name	HSBC Conservative Hybrid Fund - Regular Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year	9.21%	9.76%
3 Year	8.47%	9.39%
5 Year	8.85%	9.45%

Scheme Name	HSBC Conservative Hybrid Fund - Regular Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	4.64%	3.77%
Sharp	0.81%	0.76%
Beta	1.30%	1.21%
Alpha	0.74%	0.06%

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

Scheme Name	HSBC Conservative Hybrid Fund - Regular Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	81.53	76.75
Large Cap	8.11	16.07
Mid Cap	6.2	3.64
Small Cap	4.17	3.54

Scheme Name	HSBC Conservative Hybrid Fund - Regular Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	81	76.24
Industrials	8.68	1.48
Technology	1.92	2.41
Financial Services	1.29	8.01
Consumer Cyclical	5.67	3.47
Utilities	0.53	0.62
Healthcare	0.01	1.96
Real Estate	0.88	0.41
Energy	-	1.34
Basic Materials	-	1.78
Consumer Defensive	-	0.56
Communication Services	-	1.73