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) | ₹3342 Cr | ₹1686 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 | 0.52% | 0.91% |
6 Month | 4.66% | 6.01% |
1 Year | 3.56% | 4.45% |
3 Year | 10.2% | 9.77% |
5 Year | 11.23% | 10.75% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 0.33% | 1.16% |
1 Year | 4.47% | 6.48% |
3 Year | 8.78% | 9.61% |
5 Year | 9.39% | 9.38% |
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 | 4.06% | 3.86% |
Sharp | 0.73% | 0.63% |
Beta | 1.24% | 1.18% |
Alpha | 0.81% | 0.42% |
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 | 80.71 | 76.84 |
Large Cap | 16.93 | 15.77 |
Small Cap | 1.05 | 3.67 |
Mid Cap | 1.31 | 3.72 |
Sector Allocation
Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 80.03 | 76.32 |
Energy | 2.1 | 1.29 |
Technology | 1.79 | 2.51 |
Industrials | 1.51 | 1.44 |
Financial Services | 7.98 | 7.77 |
Real Estate | 0.58 | 0.33 |
Healthcare | 1.73 | 1.99 |
Consumer Cyclical | 1.19 | 3.44 |
Communication Services | 0.99 | 1.76 |
Consumer Defensive | 0.74 | 0.57 |
Utilities | 1.16 | 0.61 |
Basic Materials | 0.18 | 1.96 |
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