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) | ₹5546 Cr | ₹687 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% | 1.06% |
6 Month | 4.06% | 4.53% |
1 Year | 6.41% | 6.9% |
3 Year | 12.14% | 12.55% |
5 Year | 13.07% | 12.66% |
SIP Return Analysis
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.32% | 3.6% |
1 Year | 8.22% | 8.26% |
3 Year | 10.94% | 11.1% |
5 Year | 10.98% | 11.04% |
Rolling Lumpsum Returns
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.52% | 10.08% |
3 Year | 9.88% | 10.5% |
5 Year | 9.46% | 10.87% |
Risk Management
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 4.93% | 4.5% |
Sharp | 0.85% | 1.12% |
Beta | - | 0.94% |
Alpha | - | 1% |
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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 | 33.86 | 31.68 |
Large Cap | 58.5 | 29.9 |
Small Cap | 4.14 | - |
Mid Cap | 3.5 | 1.01 |
Sector Allocation
Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 33.83 | 31.68 |
Energy | 6.35 | - |
Technology | 5.68 | - |
Industrials | 5.1 | - |
Consumer Defensive | 4.67 | - |
Basic Materials | 3.37 | - |
Financial Services | 19.87 | - |
Healthcare | 4.94 | - |
Consumer Cyclical | 11.74 | - |
Communication Services | 1.81 | - |
Utilities | 2.63 | - |
Telecom - Services | - | 1.73 |
Petroleum Products | - | 1.51 |
IT - Software | - | 2.73 |
Personal Products | - | 0 |
Construction | - | 0.44 |
Ferrous Metals | - | 0 |
Diversified FMCG | - | 1.22 |
Non - Ferrous Metals | - | 0.23 |
Banks | - | 7.36 |
Cement & Cement Products | - | 1.51 |
Pharmaceuticals & Biotechnology | - | 1.89 |
Automobiles | - | 4.15 |
Insurance | - | 0.65 |
Diversified Metals | - | 0.91 |
Oil | - | 0.86 |
Realty | - | 0.3 |
Finance | - | 1.45 |
Consumable Fuels | - | 0.66 |
Minerals & Mining | - | 0 |
Transport Services | - | 1.41 |
Power | - | 1.9 |
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