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HDFC Capital Builder Value Fund vs UTI Value Fund compare

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tortoise-icon HDFC Value Fund - Growth Plan

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tortoise-icon UTI Value 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 HDFC Value Fund - Growth Plan UTI Value Fund- Regular Plan - Growth Option
Fund HDFC Value Fund - Growth Plan UTI Value Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹7140 Cr ₹9752 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 01 Feb 1994 20 Jul 2005
Category Value Value
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 4.74% 28%
Expense Ratio 1.84 1.82
Manager Dhruv Muchhal Amit Kumar Premchandani
ISIN Code INF179K01426 INF789F01AG5
Exits Load HDFC Capital Builder Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 UTI Value 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 HDFC Value Fund - Growth Plan UTI Value Fund- Regular Plan - Growth Option
1 Month 2.78% 2.73%
6 Month 6.39% 5.46%
1 Year 5.7% 5.6%
3 Year 23.79% 22.52%
5 Year 24.99% 23.85%

SIP Return Analysis

Scheme Name HDFC Value Fund - Growth Plan UTI Value Fund- Regular Plan - Growth Option
6 Month 11.4% 9.69%
1 Year 15.03% 12%
3 Year 21.42% 21.02%
5 Year 20.53% 19.76%

Rolling Lumpsum Returns

Scheme Name HDFC Value Fund - Growth Plan UTI Value Fund- Regular Plan - Growth Option
1 Year 14.58% 13.26%
3 Year 15.32% 14.11%
5 Year 14.84% 13.44%

Risk Management

Scheme Name HDFC Value Fund - Growth Plan UTI Value Fund- Regular Plan - Growth Option
Standard Deviation 13.62% 12.09%
Sharp 1.24% 0.98%
Beta 0.95% 0.93%
Alpha 3.42% 2.1%

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Fund Managers

Scheme Name HDFC Value Fund - Growth Plan UTI Value Fund- Regular Plan - Growth Option
Name Dhruv Muchhal Amit Kumar Premchandani
Total AUM ₹520687 Cr ₹13572 Cr
Funds Managed 40 3
HDFC Value Fund - Growth Plan UTI Value Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Value Fund - Growth Plan

UTI Value Fund- Regular Plan - Growth Option

Others 1.47 3.15
Large Cap 69.64 66.89
Mid Cap 12.75 15.57
Small Cap 16.15 14.38

Sector Allocation

Scheme Name

HDFC Value Fund - Growth Plan

UTI Value Fund- Regular Plan - Growth Option

Others 1.47 1.9
Energy 2.63 5.74
Technology 10.48 10.71
Industrials 9.2 6.51
Consumer Cyclical 9.01 13.49
Consumer Defensive 7.03 2.22
Healthcare 8.36 7.21
Financial Services 36.01 33.8
Basic Materials 3.07 8.06
Utilities 5.22 2.68
Real Estate 3.36 1.34
Communication Services 4.16 6.33

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