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)	₹163 Cr	₹1686 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	0.45%	0.52%
6 Month	8.6%	5.83%
1 Year	5.37%	4.23%
3 Year	10.22%	9.42%
5 Year	9.22%	10.67%

Scheme Name	HSBC Conservative Hybrid Fund - Regular Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	2.18%	1.16%
1 Year	8.45%	6.48%
3 Year	10.65%	9.61%
5 Year	9.35%	9.38%

Scheme Name	HSBC Conservative Hybrid Fund - Regular Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year	9.25%	9.82%
3 Year	8.43%	9.37%
5 Year	8.84%	9.43%

Scheme Name	HSBC Conservative Hybrid Fund - Regular Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	4.80%	3.86%
Sharp	0.63%	0.63%
Beta	1.31%	1.18%
Alpha	0.78%	0.42%

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	79.97	76.67
Large Cap	9.11	15.89
Mid Cap	5.74	3.8
Small Cap	5.19	3.64

Scheme Name	HSBC Conservative Hybrid Fund - Regular Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	79.47	76.27
Industrials	9	1.46
Technology	0.97	2.42
Financial Services	1.27	8.02
Consumer Cyclical	6.77	3.31
Basic Materials	1.13	1.99
Utilities	0.5	0.62
Healthcare	0.01	2.01
Real Estate	0.88	0.32
Energy	-	1.32
Consumer Defensive	-	0.58
Communication Services	-	1.67