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HSBC Conservative Hybrid Fund vs UTI 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) ₹163 Cr ₹1706 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 0.34% 0.74%
6 Month 3.9% 5.6%
1 Year 6.3% 7.29%
3 Year 10.88% 10.89%
5 Year 9.1% 11.3%

SIP Return Analysis

Scheme Name HSBC Conservative Hybrid Fund - Regular Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month 3.09% 2.94%
1 Year 7.18% 8.39%
3 Year 10.88% 10.78%
5 Year 9.5% 10.21%

Rolling Lumpsum Returns

Scheme Name HSBC Conservative Hybrid Fund - Regular Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 9.29% 9.86%
3 Year 8.4% 9.33%
5 Year 8.81% 9.38%

Risk Management

Scheme Name HSBC Conservative Hybrid Fund - Regular Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 4.94% 3.93%
Sharp 0.91% 1.14%
Beta 1.32% 1.19%
Alpha 0.03% 0.46%

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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
Funds Managed 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 80.79 76.1
Large Cap 8.75 16.44
Mid Cap 5.5 3.9
Small Cap 4.96 3.55

Sector Allocation

Scheme Name

HSBC Conservative Hybrid Fund - Regular Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 80.79 75.67
Industrials 8.63 1.59
Technology 1.11 2.64
Financial Services 1.3 8.23
Consumer Cyclical 6.32 3.42
Basic Materials 0.91 2.04
Healthcare 0.01 1.91
Real Estate 0.92 0.33
Energy - 1.41
Utilities - 0.66
Consumer Defensive - 0.53
Communication Services - 1.57

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