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) | ₹3354 Cr | ₹1703 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 | -0.11% | -0.19% |
| 6 Month | 0.73% | 0.47% |
| 1 Year | 5.46% | 5.99% |
| 3 Year | 9.62% | 9.39% |
| 5 Year | 9.35% | 8.76% |
SIP Return Analysis
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.5% | 0.23% |
| 1 Year | 3.51% | 3.69% |
| 3 Year | 7.32% | 7.84% |
| 5 Year | 8.53% | 8.39% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.68% | 9.63% |
| 3 Year | 10.43% | 9.44% |
| 5 Year | 10.19% | 9.46% |
Risk Management
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.8% | 4.21% |
| Sharp | 1.01% | 0.95% |
| Beta | 0.53% | 0.55% |
| Alpha | 1.1% | 0.71% |
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 | 79.65 | 75.92 |
| Large Cap | 17.84 | 16.42 |
| Small Cap | 1.03 | 3.61 |
| Mid Cap | 1.48 | 4.04 |
Sector Allocation
| Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 78.91 | 75.42 |
| Energy | 2.47 | 1.41 |
| Technology | 1.98 | 2.5 |
| Industrials | 1.62 | 1.63 |
| Financial Services | 8.6 | 8.71 |
| Real Estate | 0.65 | 0.64 |
| Healthcare | 1.8 | 1.99 |
| Consumer Cyclical | 0.94 | 3.41 |
| Communication Services | 1 | 1.85 |
| Consumer Defensive | 0.6 | 0.8 |
| Utilities | 1.27 | 0.61 |
| Basic Materials | 0.17 | 1.03 |
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