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) | ₹6302 Cr | ₹5513 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 | 1.82% | 3.05% |
6 Month | 10.69% | 22.58% |
1 Year | -0.55% | 1.79% |
3 Year | 16.29% | 16.07% |
5 Year | 19.57% | 16.01% |
SIP Return Analysis
Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
6 Month | 1.86% | 6.5% |
1 Year | 6.48% | 15.62% |
3 Year | 14.51% | 15.86% |
5 Year | 15.39% | 14.21% |
Rolling Lumpsum Returns
Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
1 Year | 13.42% | 11.35% |
3 Year | 12.7% | 13.32% |
5 Year | 11.82% | 12.71% |
Risk Management
Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Standard Deviation | 9.01% | 12.27% |
Sharp | 0.95% | 0.65% |
Beta | 0.13% | 1.18% |
Alpha | 8.31% | 2.06% |
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 | 34.61 | 25.91 |
Large Cap | 43 | 40.98 |
Small Cap | 10.41 | 12.96 |
Mid Cap | 11.98 | 20.16 |
Sector Allocation
Scheme Name |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 30.99 | 24.87 |
Communication Services | 4.56 | 1.08 |
Energy | 4.93 | 0.15 |
Technology | 6.89 | 6.35 |
Industrials | 5.43 | 20.28 |
Basic Materials | 4.75 | 0.19 |
Consumer Cyclical | 6.45 | 17.4 |
Healthcare | 4.94 | 3.78 |
Financial Services | 23.12 | 20.12 |
Real Estate | 1.74 | 0.23 |
Consumer Defensive | 4.54 | 3.25 |
Utilities | 1.64 | 2.31 |
Top Comparisons
Nippon India Money Market Fund-Growth Plan-Growth Option
3Y Returns7.52%
Invesco India Money Market Fund - Growth
3Y Returns7.19%
Kotak Consumption Fund - Regular (G)
3Y Returns0%
Nippon India Consumption Fund-Growth Plan-Growth Option
3Y Returns16.63%
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
3Y Returns7.15%
DSP Arbitrage Fund - Regular - Growth
3Y Returns6.88%
Invesco India ELSS Tax Saver Fund - Growth
3Y Returns17.77%
Tata ELSS Fund - Regular Plan - Growth Option
3Y Returns15.44%