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) | ₹6718 Cr | ₹5650 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 | 0.21% | -2.25% |
| 6 Month | 3.47% | 2.8% |
| 1 Year | 3.74% | -2.56% |
| 3 Year | 16.18% | 14.95% |
| 5 Year | 17.07% | 12.84% |
SIP Return Analysis
| Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.73% | 0.36% |
| 1 Year | 12.24% | 13.82% |
| 3 Year | 14.02% | 13.05% |
| 5 Year | 14.82% | 12.7% |
Rolling Lumpsum Returns
| Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.65% | 10.91% |
| 3 Year | 13.36% | 13.59% |
| 5 Year | 12.19% | 12.98% |
Risk Management
| Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 9.01% | 12.20% |
| Sharp | 1.04% | 0.70% |
| Beta | 1.11% | 1.22% |
| Alpha | 3.43% | 1.59% |
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 | 32.56 | 29.89 |
| Large Cap | 45.25 | 39.77 |
| Small Cap | 10.35 | 16.08 |
| Mid Cap | 11.84 | 14.26 |
Sector Allocation
| Scheme Name |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 27.04 | 25.89 |
| Communication Services | 4.33 | 1.16 |
| Energy | 6.16 | 0.62 |
| Technology | 8.04 | 6.07 |
| Industrials | 6.73 | 16.6 |
| Basic Materials | 4.97 | - |
| Consumer Cyclical | 7.64 | 17.82 |
| Healthcare | 4.25 | 6.73 |
| Financial Services | 21.59 | 20.3 |
| Real Estate | 2.71 | - |
| Consumer Defensive | 5.07 | 3.87 |
| Utilities | 1.46 | 0.93 |
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