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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) | ₹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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