UTI Conservative Hybrid Fund vs HDFC Hybrid Debt Fund compare

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)	₹3377 Cr	₹1690 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

Trailing Lumpsum Returns

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month	0.76%	0.96%
6 Month	1.58%	2.7%
1 Year	5.01%	6%
3 Year	10.16%	9.85%
5 Year	11.07%	10.33%

SIP Return Analysis

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	1.14%	1.31%
1 Year	5.84%	6.86%
3 Year	8.65%	9.34%
5 Year	9.33%	9.22%

Rolling Lumpsum Returns

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year	9.88%	9.76%
3 Year	10.47%	9.39%
5 Year	10.18%	9.45%

Risk Management

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	3.91%	3.79%
Sharp	0.86%	0.79%
Beta	1.25%	1.21%
Alpha	0.30%	0.02%

Fund Managers

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

Market Cap

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	80.54	76.75
Large Cap	17.01	16.07
Small Cap	1.06	3.54
Mid Cap	1.39	3.64

Sector Allocation

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	79.81	76.24
Energy	2.24	1.34
Technology	1.72	2.41
Industrials	1.52	1.48
Financial Services	8.14	8.01
Real Estate	0.63	0.41
Healthcare	1.7	1.96
Consumer Cyclical	1.13	3.47
Communication Services	0.99	1.73
Consumer Defensive	0.6	0.56
Utilities	1.34	0.62
Basic Materials	0.18	1.78

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