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UTI Aggressive Hybrid Fund vs HSBC Aggressive Hybrid Fund compare

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tortoise-icon UTI Aggressive Hybrid Fund- Regular Plan - Growth

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tortoise-icon HSBC Aggressive Hybrid 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 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) ₹6254 Cr ₹5396 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 2.77% 2.58%
6 Month 3.32% -1.22%
1 Year 6.61% 1.67%
3 Year 20.21% 18.8%
5 Year 21.69% 17.3%

SIP Return Analysis

Scheme Name UTI Aggressive Hybrid Fund- Regular Plan - Growth HSBC Aggressive Hybrid Fund - Regular Growth
6 Month 7.25% 10.51%
1 Year 10.65% 11.33%
3 Year 17.83% 16.21%
5 Year 17.77% 14.63%

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% 12.83%
Sharp 1.15% 0.93%
Beta 1.05% 1.20%
Alpha 3.88% 0.81%

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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 31.42 24.62
Large Cap 44.24 36.45
Mid Cap 13.25 21.87
Small Cap 10.93 17.06

Sector Allocation

Scheme Name

UTI Aggressive Hybrid Fund- Regular Plan - Growth

HSBC Aggressive Hybrid Fund - Regular Growth

Others 31.42 24.62
Telecom - Services 4.02 -
Petroleum Products 3.24 -
IT - Software 6.34 -
Cement & Cement Products 0.33 -
Transport Services 2.72 -
Construction 2.01 -
Chemicals & Petrochemicals 0.8 -
Textiles & Apparels 1.57 -
Pharmaceuticals & Biotechnology 4.26 -
Banks 16.49 -
Insurance 2 -
Automobiles 3.76 -
Diversified FMCG 2.78 -
Fertilizers & Agrochemicals 0.74 -
Diversified Metals 1.96 -
Realty 0.78 -
Oil 2.22 -
Personal Products 1.15 -
Capital Markets 1.58 -
Consumer Durables 0.66 -
Other Consumer Services 0.63 -
Industrial Products 0.31 -
Auto Components 0.64 -
Minerals & Mining 0.76 -
Finance 2.72 -
Entertainment 0.44 -
Power 1.59 -
Paper, Forest & Jute Products 0.76 -
Retailing 0.46 -
Leisure Services 0.7 -
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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