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UTI Conservative Hybrid Fund vs HSBC 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) | ₹151 Cr | ₹1710 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 | -0.93% | 0.58% |
| 6 Month | 1.75% | 2.24% |
| 1 Year | 6.08% | 6.73% |
| 3 Year | 9.9% | 9.65% |
| 5 Year | 8.29% | 9.83% |
SIP Return Analysis
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.09% | 1.11% |
| 1 Year | 5.28% | 6.66% |
| 3 Year | 9.08% | 9.17% |
| 5 Year | 8.59% | 9.11% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.15% | 9.68% |
| 3 Year | 8.48% | 9.42% |
| 5 Year | 8.84% | 9.47% |
Risk Management
| Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.64% | 3.79% |
| Sharp | 0.76% | 0.79% |
| Beta | 1.28% | 1.21% |
| Alpha | 0.39% | 0.02% |
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 | 80.5 | 76.17 |
| Large Cap | 8.83 | 16.5 |
| Mid Cap | 6.51 | 3.66 |
| Small Cap | 4.16 | 3.67 |
Sector Allocation
| Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 79.99 | 75.63 |
| Industrials | 8.98 | 1.52 |
| Technology | 1.99 | 2.44 |
| Financial Services | 1.4 | 8.34 |
| Consumer Cyclical | 6.21 | 3.49 |
| Utilities | 0.51 | 0.65 |
| Healthcare | 0.02 | 1.97 |
| Real Estate | 0.9 | 0.55 |
| Energy | - | 1.36 |
| Basic Materials | - | 1.64 |
| Consumer Defensive | - | 0.55 |
| Communication Services | - | 1.87 |
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