HSBC Aggressive Hybrid Fund vs UTI Aggressive Hybrid Fund compare

HSBC Aggressive Hybrid Fund vs UTI Aggressive Hybrid Fund compare

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UTI Aggressive Hybrid Fund- Regular Plan - Growth

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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)	₹6718 Cr	₹5650 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	0.21%	-2.25%
6 Month	3.47%	2.8%
1 Year	3.74%	-2.56%
3 Year	16.18%	14.95%
5 Year	17.07%	12.84%

SIP Return Analysis

Scheme Name	UTI Aggressive Hybrid Fund- Regular Plan - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
6 Month	2.73%	0.36%
1 Year	12.24%	13.82%
3 Year	14.02%	13.05%
5 Year	14.82%	12.7%

Rolling Lumpsum Returns

Scheme Name	UTI Aggressive Hybrid Fund- Regular Plan - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
1 Year	13.65%	10.91%
3 Year	13.36%	13.59%
5 Year	12.19%	12.98%

Risk Management

Scheme Name	UTI Aggressive Hybrid Fund- Regular Plan - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Standard Deviation	9.01%	12.20%
Sharp	1.04%	0.70%
Beta	1.11%	1.22%
Alpha	3.43%	1.59%

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	32.56	29.89
Large Cap	45.25	39.77
Small Cap	10.35	16.08
Mid Cap	11.84	14.26

Sector Allocation

Scheme Name	UTI Aggressive Hybrid Fund- Regular Plan - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Others	27.04	25.89
Communication Services	4.33	1.16
Energy	6.16	0.62
Technology	8.04	6.07
Industrials	6.73	16.6
Basic Materials	4.97	-
Consumer Cyclical	7.64	17.82
Healthcare	4.25	6.73
Financial Services	21.59	20.3
Real Estate	2.71	-
Consumer Defensive	5.07	3.87
Utilities	1.46	0.93

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