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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) | ₹3589 Cr | ₹1153 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Jul 2005 | 20 Aug 2014 |
| Category | Thematic Transportation | Other Themes |
| 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 | -0.12% | -3.29% |
| 6 Month | 10.64% | 12.64% |
| 1 Year | -6.71% | 1.39% |
| 3 Year | 21.29% | 23.03% |
| 5 Year | 26.5% | 26.63% |
SIP Return Analysis
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 8.68% | 7.93% |
| 1 Year | 10.45% | 9.71% |
| 3 Year | 20.55% | 22.51% |
| 5 Year | 22.05% | 22.27% |
Rolling Lumpsum Returns
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.52% | 11.98% |
| 3 Year | 15.91% | 13.2% |
| 5 Year | 15.62% | 10.61% |
Risk Management
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 16.47% | 17.42% |
| Sharp | 1.02% | 1.21% |
| Beta | - | 1.11% |
| Alpha | - | 4.95% |
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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 | 4.07 | 4.13 |
| Large Cap | 72.71 | 44.87 |
| Small Cap | 13.41 | 41.16 |
| Mid Cap | 9.81 | 9.83 |
Sector Allocation
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 4.07 | 4.13 |
| Consumer Cyclical | 78.75 | 20.84 |
| Industrials | 17.18 | 25.83 |
| Energy | - | 5.87 |
| Technology | - | 1.15 |
| Financial Services | - | 30.98 |
| Basic Materials | - | 10.38 |
| Real Estate | - | 0.82 |
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