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) | ₹6379 Cr | ₹5546 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 | 2.51% | 1.61% |
| 6 Month | 4.83% | 12.68% |
| 1 Year | 3.77% | 5.72% |
| 3 Year | 16.22% | 15.62% |
| 5 Year | 20.11% | 15.86% |
SIP Return Analysis
| Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | -0.2% | 1.75% |
| 1 Year | 4.29% | 12.66% |
| 3 Year | 12.27% | 13.71% |
| 5 Year | 14.04% | 13.14% |
Rolling Lumpsum Returns
| Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.28% | 11.14% |
| 3 Year | 12.78% | 13.41% |
| 5 Year | 11.88% | 12.82% |
Risk Management
| Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 9.01% | 12.18% |
| Sharp | 1.06% | 0.73% |
| Beta | 0.17% | 1.20% |
| Alpha | 8.99% | 1.38% |
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 | 33.06 | 27.83 |
| Large Cap | 45.24 | 41.53 |
| Small Cap | 10.37 | 13.91 |
| Mid Cap | 11.32 | 16.73 |
Sector Allocation
| Scheme Name |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 28.29 | 25.86 |
| Communication Services | 4.05 | 1.06 |
| Energy | 5.47 | 0.55 |
| Technology | 7.17 | 5.84 |
| Industrials | 5.77 | 21.26 |
| Basic Materials | 5.02 | 0.2 |
| Consumer Cyclical | 7.75 | 18.73 |
| Healthcare | 4.98 | 4.49 |
| Financial Services | 22.18 | 17 |
| Real Estate | 2.96 | 0.09 |
| Consumer Defensive | 4.76 | 3.91 |
| Utilities | 1.59 | 1.01 |
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