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HSBC Business Cycles Fund vs UTI compare
UTI-Transpotation and Logistics Fund-Growth Option
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Fund | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3968 Cr | ₹1117 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Jul 2005 | 20 Aug 2014 |
| Category | Best SIP | Best SIP |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Transportation & Logistics TRI | NIFTY 500 TRI |
| Turn Over | 14% | 28% |
| Expense Ratio | 1.96 | 2.28 |
| Manager | Sachin Trivedi | Venugopal Manghat |
| ISIN Code | INF789F01299 | INF917K01RF8 |
| Exits Load | UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | HSBC Business Cycles 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-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.3% | 1.71% |
| 6 Month | 21.87% | 8.53% |
| 1 Year | 15.06% | -0.8% |
| 3 Year | 23.23% | 20.88% |
| 5 Year | 27.24% | 24.62% |
SIP Return Analysis
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 7.7% | -1.05% |
| 1 Year | 31.08% | 7.08% |
| 3 Year | 23.3% | 16.98% |
| 5 Year | 23.04% | 18.47% |
Rolling Lumpsum Returns
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.93% | 11.26% |
| 3 Year | 16.46% | 13.82% |
| 5 Year | 16.16% | 10.88% |
Risk Management
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 15.94% | 16.59% |
| Sharp | 0.99% | 0.84% |
| Beta | - | 1.11% |
| Alpha | - | 3.18% |
Fund Managers
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Name | Sachin Trivedi | Venugopal Manghat |
| Total AUM | ₹7301 Cr | ₹41442 Cr |
| Funds Managed | 3 | 7 |
| UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
Market Cap
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 6.15 | 7.28 |
| Large Cap | 73.23 | 44.53 |
| Small Cap | 12.53 | 39.96 |
| Mid Cap | 8.09 | 8.23 |
Sector Allocation
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 6.15 | 7.28 |
| Consumer Cyclical | 79.22 | 20.6 |
| Industrials | 14.63 | 27.47 |
| Energy | - | 5.56 |
| Technology | - | 0.86 |
| Financial Services | - | 26.78 |
| Basic Materials | - | 10.32 |
| Real Estate | - | 1.13 |
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