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HSBC Aggressive Hybrid Fund vs UTI Aggressive Hybrid Fund compare

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tortoise-icon UTI Aggressive Hybrid Fund- Regular Plan - Growth

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tortoise-icon HSBC Aggressive Hybrid Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹5956 Cr ₹5282 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 1.32% 4.28%
6 Month -1.34% -5.35%
1 Year 7.92% 3.27%
3 Year 19.85% 17.98%
5 Year 22.21% 17.82%

SIP Return Analysis

Scheme Name UTI Aggressive Hybrid Fund- Regular Plan - Growth HSBC Aggressive Hybrid Fund - Regular Growth
6 Month 5.24% 8.94%
1 Year 5.62% 5.94%
3 Year 16.75% 15.33%
5 Year 17.17% 14.07%

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% 13.076%
Sharp 1.15% 0.243%
Beta 1.05% 1.201%
Alpha 3.88% -1.847%

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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 31.3 24.62
Large Cap 44.79 36.45
Mid Cap 13.35 21.87
Small Cap 10.46 17.06

Sector Allocation

Scheme Name

UTI Aggressive Hybrid Fund- Regular Plan - Growth

HSBC Aggressive Hybrid Fund - Regular Growth

Others 31.3 24.62
Telecom - Services 4.27 -
Petroleum Products 2.98 -
IT - Software 6.07 -
Cement & Cement Products 0.33 -
Transport Services 2.69 -
Construction 1.77 -
Chemicals & Petrochemicals 0.72 -
Textiles & Apparels 1.53 -
Pharmaceuticals & Biotechnology 3.99 -
Banks 17.16 -
Insurance 1.91 -
Automobiles 3.93 -
Diversified FMCG 3.02 -
Fertilizers & Agrochemicals 0.81 -
Diversified Metals 1.93 -
Realty 1.28 -
Oil 2.28 -
Personal Products 1.25 -
Capital Markets 1.35 -
Consumer Durables 0.65 -
Other Consumer Services 0.65 -
Industrial Products 0.28 -
Auto Components 0.66 -
Minerals & Mining 0.71 -
Finance 2.7 -
Entertainment 0.44 -
Power 1.72 -
Paper, Forest & Jute Products 0.66 -
Retailing 0.24 -
Leisure Services 0.62 -
Energy - 0.14
Industrials - 23.24
Technology - 12.19
Consumer Defensive - 0.98
Financial Services - 15.68
Consumer Cyclical - 13.51
Healthcare - 1.64
Utilities - 3.48
Real Estate - 3.81
Communication Services - 0.53
Basic Materials - 0.2

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