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HDFC Hybrid Debt Fund vs UTI Conservative Hybrid Fund compare

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tortoise-icon HDFC Hybrid Debt Fund - Growth Plan

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

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Chart Comparison

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

Overview

Scheme Name HDFC Hybrid Debt Fund - Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Fund HDFC Hybrid Debt Fund - Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹3388 Cr ₹1707 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 26 Dec 2003 16 Dec 2003
Category Conservative Conservative
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite Debt 15:85 NIFTY 50 Hybrid Composite Debt 15:85
Turn Over 11.39% 32%
Expense Ratio 1.77 1.81
Manager Dhruv Muchhal Amit Kumar Premchandani
ISIN Code INF179K01AE4 INF789F01893
Exits Load HDFC Hybrid Debt Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 UTI Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HDFC Hybrid Debt Fund - Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month -0.73% -0.79%
6 Month 4.24% 4.89%
1 Year 4.67% 6.08%
3 Year 10.35% 9.69%
5 Year 11.19% 10.9%

SIP Return Analysis

Scheme Name HDFC Hybrid Debt Fund - Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month 0.66% 1.26%
1 Year 4.32% 5.51%
3 Year 9.12% 9.64%
5 Year 9.65% 9.46%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Debt Fund - Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 9.97% 9.82%
3 Year 10.49% 9.37%
5 Year 10.16% 9.43%

Risk Management

Scheme Name HDFC Hybrid Debt Fund - Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 3.91% 3.74%
Sharp 1.02% 0.89%
Beta 1.22% 1.17%
Alpha 0.82% 0.30%

Fund Managers

Scheme Name HDFC Hybrid Debt Fund - Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Name Dhruv Muchhal Amit Kumar Premchandani
Total AUM ₹520687 Cr ₹13572 Cr
Funds Managed 40 3
HDFC Hybrid Debt Fund - Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Hybrid Debt Fund - Growth Plan

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 80.28 76.67
Large Cap 17.31 15.89
Small Cap 1.07 3.64
Mid Cap 1.34 3.8

Sector Allocation

Scheme Name

HDFC Hybrid Debt Fund - Growth Plan

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 79.6 76.27
Energy 2.15 1.32
Technology 1.78 2.42
Industrials 1.52 1.46
Financial Services 8.2 8.02
Real Estate 0.58 0.32
Healthcare 1.75 2.01
Consumer Cyclical 1.31 3.31
Communication Services 1.01 1.67
Consumer Defensive 0.73 0.58
Utilities 1.2 0.62
Basic Materials 0.17 1.99

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