HDFC Hybrid Debt Fund vs UTI Conservative Hybrid Fund compare
HDFC Hybrid Debt Fund - Growth Plan
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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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