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) ₹3010 Cr ₹1586 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 01 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 1.8
Manager Dhruv Muchhal Amit Kumar Premchandani
ISIN Code INF179K01AE4 INF789F01893
Exits Load For units in excess of 15% of the investment, 1% will be charged for redemption within 1 year/365 For more than 10% of investments 1% will be charged if redeemed within 12 months/365

Trailing Lumpsum Returns

Scheme Name HDFC Hybrid Debt Fund - Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month 1.99% 2.29%
6 Month 8.11% 8.52%
1 Year 16.29% 15.44%
3 Year 11.02% 10.44%
5 Year 10.83% 9.7%

SIP Return Analysis

Scheme Name HDFC Hybrid Debt Fund - Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.05% 6.96%
3 Year 19.32% 16.61%
5 Year 34.25% 29.93%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Debt Fund - Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 10.92% 10.02%
3 Year 27.15% 24.28%
5 Year 35.62% 31.94%

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 0.91% 0.73%
Beta 0.67% 0.74%
Alpha 3.33% 2.98%

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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
Fund Manage 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 76.52 75.14
Large Cap 19.56 16.28
Mid Cap 1.94 3.92
Small Cap 1.98 4.67

Sector Allocation

Scheme Name

HDFC Hybrid Debt Fund - Growth Plan

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Energy 8.08 1.74
Financial 45.57 44.03
Sovereign 19.19 30.82
Others 4.81 3.75
Services 2.68 1.3
Construction 4.58 2.22
Automobile 4.39 1.97
Communication 1.08 1.02
Technology 2.07 2.33
Materials 1.24 1.12
Capital Goods 1.76 2.74
Insurance 1.09 0.7
Consumer Staples 0.74 0.9
Healthcare 2.15 2.34
Metals & Mining 0.57 1.38
Consumer Discretionary - 0.98
Textiles - 0.35
Chemicals - 0.32

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