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) | ₹3377 Cr | ₹1690 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 | 1.54% | 1.64% |
| 6 Month | 1.77% | 2.91% |
| 1 Year | 5.24% | 6.12% |
| 3 Year | 10.39% | 10% |
| 5 Year | 11.22% | 10.5% |
SIP Return Analysis
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.12% | 1.24% |
| 1 Year | 6.11% | 7.14% |
| 3 Year | 8.93% | 9.57% |
| 5 Year | 9.51% | 9.38% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.88% | 9.76% |
| 3 Year | 10.47% | 9.39% |
| 5 Year | 10.18% | 9.45% |
Risk Management
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.95% | 3.77% |
| Sharp | 0.90% | 0.76% |
| Beta | 1.26% | 1.21% |
| Alpha | 0.62% | 0.06% |
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 | 80.54 | 76.75 |
| Large Cap | 17.01 | 16.07 |
| Small Cap | 1.06 | 3.54 |
| Mid Cap | 1.39 | 3.64 |
Sector Allocation
| Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 79.81 | 76.24 |
| Energy | 2.24 | 1.34 |
| Technology | 1.72 | 2.41 |
| Industrials | 1.52 | 1.48 |
| Financial Services | 8.14 | 8.01 |
| Real Estate | 0.63 | 0.41 |
| Healthcare | 1.7 | 1.96 |
| Consumer Cyclical | 1.13 | 3.47 |
| Communication Services | 0.99 | 1.73 |
| Consumer Defensive | 0.6 | 0.56 |
| Utilities | 1.34 | 0.62 |
| Basic Materials | 0.18 | 1.78 |
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