UTI Conservative Hybrid Fund vs HSBC 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)	₹163 Cr	₹1686 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	1.01%	0.91%
6 Month	8.8%	6.01%
1 Year	5.97%	4.45%
3 Year	10.66%	9.77%
5 Year	9.33%	10.75%

Scheme Name	HSBC Conservative Hybrid Fund - Regular Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	2.18%	1.16%
1 Year	8.45%	6.48%
3 Year	10.65%	9.61%
5 Year	9.35%	9.38%

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%

Scheme Name	HSBC Conservative Hybrid Fund - Regular Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	4.80%	3.86%
Sharp	0.63%	0.63%
Beta	1.31%	1.18%
Alpha	0.78%	0.42%

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	80.24	76.84
Large Cap	9.65	15.77
Mid Cap	6.02	3.72
Small Cap	4.09	3.67

Scheme Name	HSBC Conservative Hybrid Fund - Regular Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	79.74	76.32
Industrials	9.32	1.44
Technology	1.01	2.51
Financial Services	1.29	7.77
Consumer Cyclical	7.26	3.44
Basic Materials	0	1.96
Utilities	0.5	0.61
Healthcare	0.02	1.99
Real Estate	0.85	0.33
Energy	-	1.29
Consumer Defensive	-	0.57
Communication Services	-	1.76