UTI Conservative Hybrid Fund vs HDFC Hybrid Debt Fund compare

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HDFC Hybrid Debt Fund - Growth Plan

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UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Fund	HDFC Hybrid Debt Fund - Growth Plan	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderately High
Asset Size (Cr)	₹3373 Cr	₹1701 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	26 Dec 2003	16 Dec 2003
Category	Conservative	Conservative
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 15:85	NIFTY 50 Hybrid Composite Debt 15:85
Turn Over	11.39%	32%
Expense Ratio	1.77	1.81
Manager	Dhruv Muchhal	Amit Kumar Premchandani
ISIN Code	INF179K01AE4	INF789F01893
Exits Load	HDFC Hybrid Debt Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	UTI Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month	0.42%	0.37%
6 Month	1.59%	1.53%
1 Year	5.42%	6.06%
3 Year	9.93%	9.66%
5 Year	9.81%	9.04%

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	1.51%	1.38%
1 Year	5.68%	6.14%
3 Year	8.08%	8.68%
5 Year	8.98%	8.85%

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year	9.69%	9.63%
3 Year	10.44%	9.43%
5 Year	10.19%	9.46%

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	3.8%	4.21%
Sharp	0.99%	0.95%
Beta	0.53%	0.55%
Alpha	1.21%	0.88%

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Name	Dhruv Muchhal	Amit Kumar Premchandani
Total AUM	₹520687 Cr	₹13572 Cr
Funds Managed	40	3
	HDFC Hybrid Debt Fund - Growth Plan	UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	79.46	75.37
Large Cap	18.37	16.03
Small Cap	1.03	3.83
Mid Cap	1.14	4.75

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	78.73	75.37
Petroleum Products	1.7	1.05
IT - Software	1.97	2.52
Transport Services	0.37	0.32
Construction	0.94	0.2
Finance	0.4	0.45
Banks	7.7	7.4
Realty	0.63	0.62
Agricultural, Commercial & Construction Vehicles	0.23	-
Pharmaceuticals & Biotechnology	1.84	1.41
Automobiles	0.86	1.96
Telecom - Services	0.99	1.14
Insurance	0.44	0.63
Diversified FMCG	0.6	-
Oil	0.36	-
Industrial Products	0.17	0.25
Consumable Fuels	0.33	0.34
Auto Components	0.32	0.27
Power	1.25	0.41
Paper, Forest & Jute Products	0.17	0.2
Gas	-	0.22
Retailing	-	0.72
Cement & Cement Products	-	0.29
Personal Products	-	0.57
Textiles & Apparels	-	0.11
Healthcare Services	-	0.6
Ferrous Metals	-	0.3
Consumer Durables	-	0.89
Consumer Services	-	0.16
Entertainment	-	0.22
Beverages	-	0.23
Aerospace & Defense	-	0.27
Capital Markets	-	0.23
Fertilizers & Agrochemicals	-	0.22
Leisure Services	-	0.24
Transport Infrastructure	-	0.17