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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) | ₹5739 Cr | ₹733 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 | 1.24% | 1.86% |
| 6 Month | 3.99% | 3.58% |
| 1 Year | 6.89% | 7.84% |
| 3 Year | 10.2% | 10.64% |
| 5 Year | 11.85% | 11.29% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.64% | 1.96% |
| 1 Year | 7.98% | 7.98% |
| 3 Year | 9.09% | 9.28% |
| 5 Year | 9.5% | 9.75% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.38% | 8.57% |
| 3 Year | 9.93% | 10.61% |
| 5 Year | 9.49% | 11.13% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.42% | 4.5% |
| Sharp | 0.76% | 1.1% |
| Beta | - | 0.98% |
| Alpha | - | 0.67% |
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 | 34.16 | 34.32 |
| Large Cap | 59.11 | 62.71 |
| Small Cap | 4.09 | - |
| Mid Cap | 2.64 | 2.97 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 30.01 | 27.6 |
| Energy | 7.59 | 4.91 |
| Technology | 4.33 | 6.04 |
| Industrials | 7.18 | 4.77 |
| Consumer Defensive | 2.47 | 2 |
| Basic Materials | 4.3 | 9.7 |
| Financial Services | 23.22 | 25.26 |
| Real Estate | 1.72 | 3.67 |
| Healthcare | 5.45 | 2.11 |
| Consumer Cyclical | 9.08 | 8.69 |
| Utilities | 2.41 | 2.5 |
| Communication Services | 2.24 | 2.75 |
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