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)	₹6379 Cr	₹5546 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	2.63%	-0.54%
6 Month	5.17%	9.63%
1 Year	7.51%	8.35%
3 Year	16.29%	15.6%
5 Year	18.75%	14.67%

SIP Return Analysis

Scheme Name	UTI Aggressive Hybrid Fund- Regular Plan - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
6 Month	1.77%	2.04%
1 Year	8.82%	14.55%
3 Year	13.7%	14.22%
5 Year	14.71%	13.31%

Rolling Lumpsum Returns

Scheme Name	UTI Aggressive Hybrid Fund- Regular Plan - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
1 Year	13.7%	11.05%
3 Year	13.31%	13.51%
5 Year	12.13%	12.94%

Risk Management

Scheme Name	UTI Aggressive Hybrid Fund- Regular Plan - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Standard Deviation	9.01%	12.18%
Sharp	1.05%	0.73%
Beta	1.09%	1.20%
Alpha	3.07%	1.38%

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	32.42	27.83
Large Cap	45.39	41.53
Small Cap	10.32	13.91
Mid Cap	11.86	16.73

Sector Allocation

Scheme Name	UTI Aggressive Hybrid Fund- Regular Plan - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Others	27.07	25.86
Communication Services	4.14	1.06
Energy	6.07	0.55
Technology	7.76	5.84
Industrials	6.73	21.26
Basic Materials	5.12	0.2
Consumer Cyclical	7.47	18.73
Healthcare	4.26	4.49
Financial Services	21.89	17
Real Estate	2.83	0.09
Consumer Defensive	5.07	3.91
Utilities	1.58	1.01

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