HDFC Equity Savings Fund vs UTI Conservative Hybrid Fund compare

Link copied to clipboard!

tortoise-icon HDFC Equity Savings Fund - GROWTH PLAN

Invest Now

tortoise-icon UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹3533 Cr ₹325 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹300 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 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 1.97 1.5
Manager Anil Bamboli V Srivatsa
ISIN Code INF179K01AM7 INF789F1A744
Exits Load For units in excess of 15% of the investment,1% will be charged for redemption within 1 month./365 For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month 1.94% 1.84%
6 Month 7.98% 7.05%
1 Year 18.01% 16.47%
3 Year 10.93% 11.43%
5 Year 11.14% 11.11%

SIP Return Analysis

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.72% 7.36%
3 Year 19.76% 20.43%
5 Year 36.61% 36.16%

Rolling Lumpsum Returns

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 11.81% 11.45%
3 Year 28.99% 28.46%
5 Year 38.18% 37.42%

Risk Management

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 4.68% 4.5%
Sharp 0.76% 0.9%
Beta 0.89% 0.9%
Alpha 1.87% 2.38%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 32.91 33.57
Large Cap 57.84 63.15
Mid Cap 5.2 3.26
Small Cap 4.05 -

Sector Allocation

Scheme Name

HDFC Equity Savings Fund - GROWTH PLAN

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 41.4 51.76
Financial 19.39 8.72
Consumer Staples 1.38 1.34
Automobile 2.2 2.81
Consumer Discretionary 0.23 -
Sovereign 10.69 22.75
Services 1.7 0.97
Construction 3.45 1.08
Communication 4.26 1.5
Metals & Mining 1.1 0.88
Technology 2.48 2.33
Energy 5.12 3.4
Healthcare 3.01 0.92
Capital Goods 1.76 -
Materials 0.93 1.07
Insurance 0.24 0.45
Chemicals 0.66 -

Top Comparisons

Nippon India Growth Fund-Growth Plan-Growth Option Nippon India Growth Fund-Growth Plan-Growth Option

3Y Returns28.84%

VS

Canara Robeco Mid Cap Fund- Regular Plan- Growth Option Canara Robeco Mid Cap Fund- Regular Plan- Growth Option

3Y Returns0%

Compare Now

HSBC Focused Fund - Regular Growth HSBC Focused Fund - Regular Growth

3Y Returns18.73%

VS

Mirae Asset Focused Fund Regular Plan Growth Mirae Asset Focused Fund Regular Plan Growth

3Y Returns11.06%

Compare Now

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option

3Y Returns11.44%

VS

Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth

3Y Returns9.03%

Compare Now

Nippon India Power & Infra Fund-Growth Plan -Growth Option Nippon India Power & Infra Fund-Growth Plan -Growth Option

3Y Returns39.14%

VS

Tata Infrastructure Fund-Regular Plan- Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option

3Y Returns35.2%

Compare Now
Request call back
Add to Cart Successfully