HSBC Conservative Hybrid Fund vs UTI Conservative Hybrid Fund compare
HSBC Conservative Hybrid Fund - Regular Growth
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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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