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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) ₹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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