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UTI Conservative Hybrid Fund vs HDFC Hybrid Debt Fund compare
HDFC Hybrid Debt Fund - Growth Plan
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹3379 Cr | ₹1710 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 | 0.37% | 0.27% |
| 6 Month | 1.15% | 1.84% |
| 1 Year | 6.02% | 6.76% |
| 3 Year | 10.05% | 9.77% |
| 5 Year | 10.57% | 9.77% |
SIP Return Analysis
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.18% | 1.11% |
| 1 Year | 5.86% | 6.66% |
| 3 Year | 8.57% | 9.17% |
| 5 Year | 9.23% | 9.11% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.8% | 9.68% |
| 3 Year | 10.46% | 9.42% |
| 5 Year | 10.19% | 9.47% |
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 | 79.74 | 76.17 |
| Large Cap | 17.73 | 16.5 |
| Small Cap | 1.09 | 3.67 |
| Mid Cap | 1.44 | 3.66 |
Sector Allocation
| Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 79.01 | 75.63 |
| Energy | 2.37 | 1.36 |
| Technology | 1.88 | 2.44 |
| Industrials | 1.62 | 1.52 |
| Financial Services | 8.41 | 8.34 |
| Real Estate | 0.63 | 0.55 |
| Healthcare | 1.74 | 1.97 |
| Consumer Cyclical | 1.14 | 3.49 |
| Communication Services | 1.07 | 1.87 |
| Consumer Defensive | 0.62 | 0.55 |
| Utilities | 1.33 | 0.65 |
| Basic Materials | 0.19 | 1.64 |
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