HDFC Equity Savings Fund vs UTI Conservative Hybrid Fund compare
HDFC Equity Savings Fund - GROWTH PLAN
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HDFC Equity Savings Fund - GROWTH PLAN | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderate |
Asset Size (Cr) | ₹5674 Cr | ₹709 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹300 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 17 Sep 2004 | 30 Aug 2018 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | CRISIL Equity Saving |
Turn Over | 27.79% | 387% |
Expense Ratio | 1.89 | 1.64 |
Manager | Anil Bamboli | V Srivatsa |
ISIN Code | INF179K01AM7 | INF789F1A744 |
Exits Load | HDFC Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -0.31% | -0.53% |
6 Month | 5.19% | 3.95% |
1 Year | 4.04% | 4.43% |
3 Year | 10.04% | 10.36% |
5 Year | 12.23% | 11.63% |
SIP Return Analysis
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.86% | 1.05% |
1 Year | 5.28% | 4.64% |
3 Year | 9.24% | 9.21% |
5 Year | 9.84% | 9.84% |
Rolling Lumpsum Returns
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.44% | 9.59% |
3 Year | 9.91% | 10.61% |
5 Year | 9.47% | 11.01% |
Risk Management
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 4.61% | 4.32% |
Sharp | 0.81% | 0.93% |
Beta | - | 0.06% |
Alpha | - | 4.64% |
Fund Managers
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Anil Bamboli | V Srivatsa |
Total AUM | ₹135442 Cr | ₹7921 Cr |
Funds Managed | 12 | 3 |
HDFC Equity Savings Fund - GROWTH PLAN | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 35.21 | 34.86 |
Large Cap | 57.73 | 62.4 |
Small Cap | 4.32 | - |
Mid Cap | 2.75 | 2.74 |
Sector Allocation
Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 31.33 | 32.18 |
Energy | 7.35 | 4.99 |
Technology | 5 | 7.35 |
Industrials | 6.12 | 3.39 |
Consumer Defensive | 2.96 | 1.31 |
Basic Materials | 3.31 | 8.63 |
Financial Services | 23.76 | 24.88 |
Real Estate | 1.61 | 1.28 |
Healthcare | 5.7 | 2.67 |
Consumer Cyclical | 8.47 | 7.95 |
Utilities | 2.32 | 2.4 |
Communication Services | 2.05 | 2.97 |
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