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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) | ₹5904 Cr | ₹794 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹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 | -0.16% | 0.48% |
| 6 Month | 2.91% | 3.74% |
| 1 Year | 5.39% | 7.13% |
| 3 Year | 9.95% | 10.7% |
| 5 Year | 10.74% | 10.65% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.03% | 2.9% |
| 1 Year | 9.29% | 10.2% |
| 3 Year | 9.25% | 9.75% |
| 5 Year | 9.56% | 10.03% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.37% | 8.46% |
| 3 Year | 9.94% | 10.61% |
| 5 Year | 9.49% | 11.14% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.39% | 4.5% |
| Sharp | 0.70% | 1.09% |
| Beta | - | 0.99% |
| Alpha | - | 0.77% |
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 | 33.64 | 35.58 |
| Large Cap | 60.08 | 61.39 |
| Small Cap | 3.58 | - |
| Mid Cap | 2.7 | 3.03 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 29.77 | 28.43 |
| Energy | 8.21 | 5.07 |
| Technology | 4 | 6.4 |
| Industrials | 7.08 | 4.9 |
| Consumer Defensive | 2.07 | 1.82 |
| Basic Materials | 3.85 | 7.67 |
| Financial Services | 23.99 | 25.59 |
| Real Estate | 1.44 | 3.64 |
| Healthcare | 5.8 | 2.21 |
| Consumer Cyclical | 9.22 | 9.19 |
| Utilities | 2.26 | 2.22 |
| Communication Services | 2.32 | 2.86 |
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