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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) | ₹3409 Cr | ₹1706 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 | -0.48% | -0.56% |
| 6 Month | 3.76% | 4.13% |
| 1 Year | 5.36% | 7.01% |
| 3 Year | 10.76% | 10.11% |
| 5 Year | 11.45% | 10.96% |
SIP Return Analysis
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.35% | 1.96% |
| 1 Year | 5.06% | 6.28% |
| 3 Year | 9.55% | 10.03% |
| 5 Year | 9.94% | 9.71% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.97% | 9.82% |
| 3 Year | 10.49% | 9.37% |
| 5 Year | 10.16% | 9.43% |
Risk Management
| Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.91% | 3.74% |
| Sharp | 1.02% | 0.89% |
| Beta | 1.20% | 1.19% |
| Alpha | 0.90% | 0.46% |
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 | 79.95 | 76.1 |
| Large Cap | 17.55 | 16.44 |
| Small Cap | 1.12 | 3.55 |
| Mid Cap | 1.38 | 3.9 |
Sector Allocation
| Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 79.28 | 75.67 |
| Energy | 2.24 | 1.41 |
| Technology | 1.88 | 2.64 |
| Industrials | 1.49 | 1.59 |
| Financial Services | 8.26 | 8.23 |
| Real Estate | 0.57 | 0.33 |
| Healthcare | 1.73 | 1.91 |
| Consumer Cyclical | 1.35 | 3.42 |
| Communication Services | 1.03 | 1.57 |
| Consumer Defensive | 0.74 | 0.53 |
| Utilities | 1.23 | 0.66 |
| Basic Materials | 0.18 | 2.04 |
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