HSBC Conservative Hybrid Fund vs UTI Conservative Hybrid Fund compare

HSBC Conservative Hybrid Fund - Regular Growth

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UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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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

Scheme Name	HSBC Conservative Hybrid Fund - Regular Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month	-2.48%	-1.42%
6 Month	1.99%	1.67%
1 Year	13.43%	10.91%
3 Year	8.13%	8.13%
5 Year	8.67%	10.07%

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%

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%

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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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

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

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