UTI Aggressive Hybrid Fund vs HSBC Aggressive Hybrid Fund compare
UTI Aggressive Hybrid Fund- Regular Plan - Growth
HSBC Aggressive Hybrid Fund - Regular Growth
Chart Comparison
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) | ₹5956 Cr | ₹5282 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 | 1.32% | 4.28% |
6 Month | -1.34% | -5.35% |
1 Year | 7.92% | 3.27% |
3 Year | 19.85% | 17.98% |
5 Year | 22.21% | 17.82% |
SIP Return Analysis
Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
6 Month | 5.24% | 8.94% |
1 Year | 5.62% | 5.94% |
3 Year | 16.75% | 15.33% |
5 Year | 17.17% | 14.07% |
Rolling Lumpsum Returns
Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
1 Year | 13.56% | 11.62% |
3 Year | 12.62% | 13.19% |
5 Year | 11.76% | 12.55% |
Risk Management
Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Standard Deviation | 9.01% | 13.076% |
Sharp | 1.15% | 0.243% |
Beta | 1.05% | 1.201% |
Alpha | 3.88% | -1.847% |
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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 | 31.3 | 24.62 |
Large Cap | 44.79 | 36.45 |
Mid Cap | 13.35 | 21.87 |
Small Cap | 10.46 | 17.06 |
Sector Allocation
Scheme Name |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 31.3 | 24.62 |
Telecom - Services | 4.27 | - |
Petroleum Products | 2.98 | - |
IT - Software | 6.07 | - |
Cement & Cement Products | 0.33 | - |
Transport Services | 2.69 | - |
Construction | 1.77 | - |
Chemicals & Petrochemicals | 0.72 | - |
Textiles & Apparels | 1.53 | - |
Pharmaceuticals & Biotechnology | 3.99 | - |
Banks | 17.16 | - |
Insurance | 1.91 | - |
Automobiles | 3.93 | - |
Diversified FMCG | 3.02 | - |
Fertilizers & Agrochemicals | 0.81 | - |
Diversified Metals | 1.93 | - |
Realty | 1.28 | - |
Oil | 2.28 | - |
Personal Products | 1.25 | - |
Capital Markets | 1.35 | - |
Consumer Durables | 0.65 | - |
Other Consumer Services | 0.65 | - |
Industrial Products | 0.28 | - |
Auto Components | 0.66 | - |
Minerals & Mining | 0.71 | - |
Finance | 2.7 | - |
Entertainment | 0.44 | - |
Power | 1.72 | - |
Paper, Forest & Jute Products | 0.66 | - |
Retailing | 0.24 | - |
Leisure Services | 0.62 | - |
Energy | - | 0.14 |
Industrials | - | 23.24 |
Technology | - | 12.19 |
Consumer Defensive | - | 0.98 |
Financial Services | - | 15.68 |
Consumer Cyclical | - | 13.51 |
Healthcare | - | 1.64 |
Utilities | - | 3.48 |
Real Estate | - | 3.81 |
Communication Services | - | 0.53 |
Basic Materials | - | 0.2 |
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