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HSBC Equity Savings Fund vs UTI Conservative Hybrid Fund compare

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tortoise-icon UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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tortoise-icon HSBC Equity Savings 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 Conservative Hybrid Fund - Regular Plan - Growth Option HSBC Equity Savings Fund - Regular Growth
Fund UTI Conservative Hybrid Fund - Regular Plan - Growth Option HSBC Equity Savings Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹650 Cr ₹646 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Aug 2018 18 Oct 2011
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark CRISIL Equity Saving NIFTY Equity Savings TRI
Turn Over 387% 75%
Expense Ratio 1.64 1.51
Manager V Srivatsa Mahesh A Chhabria
ISIN Code INF789F1A744 INF917K01AA5
Exits Load UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 HSBC Equity Savings Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option HSBC Equity Savings Fund - Regular Growth
1 Month 2.79% 2.94%
6 Month 3.74% -1.37%
1 Year 8.76% 8.72%
3 Year 12.2% 12.74%
5 Year 13.46% 15.38%

SIP Return Analysis

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option HSBC Equity Savings Fund - Regular Growth
6 Month 1.95% -1.01%
1 Year 4.83% -2.47%
3 Year 10.31% 11.11%
5 Year 10.57% 11.27%

Rolling Lumpsum Returns

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option HSBC Equity Savings Fund - Regular Growth
1 Year 10.67% 8.17%
3 Year 10.51% 9.36%
5 Year 10.63% 8.3%

Risk Management

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option HSBC Equity Savings Fund - Regular Growth
Standard Deviation 4.5% 7.536%
Sharp 0.99% 0.463%
Beta 0.93% -
Alpha 1.45% -

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Fund Managers

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option HSBC Equity Savings Fund - Regular Growth
Name V Srivatsa Mahesh A Chhabria
Total AUM ₹7921 Cr ₹15021 Cr
Funds Managed 3 9
UTI Conservative Hybrid Fund - Regular Plan - Growth Option HSBC Equity Savings Fund - Regular Growth

Market Cap

Scheme Name

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

HSBC Equity Savings Fund - Regular Growth

Others 31.96 30.31
Large Cap 30.7 30.87
Mid Cap 1.01 27.88
Small Cap - 10.93

Sector Allocation

Scheme Name

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

HSBC Equity Savings Fund - Regular Growth

Others 31.96 30.31
Telecom - Services 1.79 -
Petroleum Products 1.02 -
IT - Software 2.56 -
Personal Products 0 -
Construction 0.47 -
Ferrous Metals 0 -
Diversified FMCG 1.28 -
Non - Ferrous Metals 0.26 -
Banks 7.4 -
Cement & Cement Products 1.55 -
Pharmaceuticals & Biotechnology 1.91 -
Automobiles 4.52 -
Insurance 0.44 -
Gas 0.34 -
Diversified Metals 1.02 -
Oil 0.88 -
Realty 0.54 -
Finance 1.93 -
Consumable Fuels 0.64 -
Minerals & Mining 0 -
Transport Services 1.39 -
Power 1.77 -
Energy - 2.24
Industrials - 11.69
Technology - 6.08
Financial Services - 35.89
Healthcare - 1.82
Consumer Cyclical - 9.62
Basic Materials - 1.25
Real Estate - 0.04
Utilities - 1.03
Consumer Defensive - 0.02

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