HSBC Equity Savings Fund vs UTI Conservative Hybrid Fund compare
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
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% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
3Y Returns14.67%
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
3Y Returns16.14%
360 ONE Dynamic Bond Fund Regular-Growth
3Y Returns8.14%
Axis Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns8.26%
Kotak Equity Arbitrage Fund - Growth
3Y Returns6.88%
HSBC Arbitrage Fund - Regular Growth
3Y Returns6.45%
Nippon India Equity Savings Fund- Growth Plan- Bonus Option
3Y Returns7.98%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns11.93%