HSBC Aggressive Hybrid Fund vs UTI Aggressive Hybrid Fund compare
UTI Aggressive Hybrid Fund- Regular Plan - Growth
HSBC Aggressive Hybrid Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Fund | UTI Aggressive Hybrid Fund- Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6468 Cr | ₹5566 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 25 Mar 2000 | 07 Feb 2011 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | NIFTY 50 Hybrid Composite Debt 65:35 |
Turn Over | 27% | 75% |
Expense Ratio | 1.89 | 1.85 |
Manager | V Srivatsa | Gautam Bhupal |
ISIN Code | INF789F01323 | INF917K01LB0 |
Exits Load | UTI Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Aggressive 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 | UTI Aggressive Hybrid Fund- Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
1 Month | 0.5% | -0.23% |
6 Month | 5.25% | 3.04% |
1 Year | 5.06% | 0.14% |
3 Year | 18.94% | 17.39% |
5 Year | 21.28% | 16.8% |
SIP Return Analysis
Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
6 Month | 5.89% | 9.29% |
1 Year | 8.5% | 8.44% |
3 Year | 17.06% | 15.25% |
5 Year | 17.23% | 14.02% |
Rolling Lumpsum Returns
Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
1 Year | 13.56% | 11.62% |
3 Year | 12.62% | 13.19% |
5 Year | 11.76% | 12.55% |
Risk Management
Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Standard Deviation | 9.01% | 12.83% |
Sharp | 1.4% | 0.93% |
Beta | 1.05% | 1.20% |
Alpha | 3.93% | 0.81% |
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Fund Managers
Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Name | V Srivatsa | Gautam Bhupal |
Total AUM | ₹7921 Cr | ₹25949 Cr |
Funds Managed | 3 | 13 |
UTI Aggressive Hybrid Fund- Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
Market Cap
Scheme Name |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 33.26 | 25.91 |
Large Cap | 42.54 | 40.98 |
Mid Cap | 13.26 | 20.16 |
Small Cap | 10.94 | 12.96 |
Sector Allocation
Scheme Name |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 31.55 | 24.87 |
Communication Services | 4.93 | 1.08 |
Energy | 5.45 | 0.15 |
Technology | 6.34 | 6.35 |
Basic Materials | 5.36 | 0.19 |
Industrials | 5.04 | 20.28 |
Consumer Cyclical | 7.34 | 17.4 |
Healthcare | 4.26 | 3.78 |
Financial Services | 22.79 | 20.12 |
Consumer Defensive | 4.57 | 3.25 |
Real Estate | 0.78 | 0.23 |
Utilities | 1.59 | 2.31 |
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