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) | ₹163 Cr | ₹1707 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 | -0.41% | -1.12% |
6 Month | 7.87% | 5.14% |
1 Year | 4.96% | 4% |
3 Year | 10.11% | 9.47% |
5 Year | 8.96% | 10.6% |
SIP Return Analysis
Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.11% | -0.07% |
1 Year | 5.89% | 3.75% |
3 Year | 10.06% | 9% |
5 Year | 9.05% | 9.1% |
Rolling Lumpsum Returns
Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 9.25% | 9.82% |
3 Year | 8.43% | 9.37% |
5 Year | 8.84% | 9.43% |
Risk Management
Scheme Name | HSBC Conservative Hybrid Fund - Regular Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 4.72% | 3.74% |
Sharp | 0.76% | 0.89% |
Beta | 1.27% | 1.17% |
Alpha | 0.25% | 0.30% |
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 | 80.72 | 76.67 |
Large Cap | 8.78 | 15.89 |
Mid Cap | 5.45 | 3.8 |
Small Cap | 5.05 | 3.64 |
Sector Allocation
Scheme Name |
HSBC Conservative Hybrid Fund - Regular Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 80.25 | 76.27 |
Industrials | 8.71 | 1.46 |
Technology | 1.04 | 2.42 |
Financial Services | 1.3 | 8.02 |
Consumer Cyclical | 6.39 | 3.31 |
Basic Materials | 0.91 | 1.99 |
Utilities | 0.47 | 0.62 |
Healthcare | 0.02 | 2.01 |
Real Estate | 0.92 | 0.32 |
Energy | - | 1.32 |
Consumer Defensive | - | 0.58 |
Communication Services | - | 1.67 |
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