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)	₹149 Cr	₹1701 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	-1.02%	-0.11%
6 Month	0.38%	1.73%
1 Year	1.6%	4.77%
3 Year	9.37%	9.39%
5 Year	7.74%	9.33%

Scheme Name	HSBC Conservative Hybrid Fund - Regular Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	-0.91%	0.91%
1 Year	3.48%	6.23%
3 Year	8.06%	8.76%
5 Year	8.04%	8.87%

Scheme Name	HSBC Conservative Hybrid Fund - Regular Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year	9.11%	9.67%
3 Year	8.49%	9.43%
5 Year	8.84%	9.47%

Scheme Name	HSBC Conservative Hybrid Fund - Regular Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	4.74%	3.78%
Sharp	0.58%	0.72%
Beta	1.31%	1.23%
Alpha	-	0.13%

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	81.24	75.89
Large Cap	8.45	16.48
Mid Cap	6.73	3.97
Small Cap	3.59	3.66

Scheme Name	HSBC Conservative Hybrid Fund - Regular Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	80.69	75.38
Industrials	8.61	1.61
Technology	2.03	2.53
Financial Services	1.44	8.71
Consumer Cyclical	5.71	3.42
Utilities	0.54	0.63
Healthcare	0.01	2.02
Real Estate	0.96	0.62
Energy	-	1.38
Basic Materials	-	1.04
Consumer Defensive	-	0.8
Communication Services	-	1.87