UTI Conservative Hybrid Fund vs HSBC Equity Savings Fund compare
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Fund | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderately High |
Asset Size (Cr) | ₹687 Cr | ₹655 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 Aug 2018 | 18 Oct 2011 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Equity Saving | NIFTY Equity Savings TRI |
Turn Over | 387% | 75% |
Expense Ratio | 1.64 | 1.51 |
Manager | V Srivatsa | Mahesh A Chhabria |
ISIN Code | INF789F1A744 | INF917K01AA5 |
Exits Load | UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | HSBC Equity Savings Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Month | 1.37% | 1.44% |
6 Month | 4.12% | -4.17% |
1 Year | 6.42% | 3.18% |
3 Year | 12.41% | 13.59% |
5 Year | 12.5% | 14.34% |
SIP Return Analysis
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
6 Month | 3.53% | 4.46% |
1 Year | 8.31% | 4.9% |
3 Year | 10.82% | 12.55% |
5 Year | 10.86% | 12.03% |
Rolling Lumpsum Returns
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Year | 10.08% | 8.13% |
3 Year | 10.5% | 9.47% |
5 Year | 10.87% | 8.41% |
Risk Management
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Standard Deviation | 4.5% | 7.32% |
Sharp | 1.12% | 0.92% |
Beta | 0.94% | - |
Alpha | 1% | - |
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Fund Managers
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Name | V Srivatsa | Mahesh A Chhabria |
Total AUM | ₹7921 Cr | ₹15021 Cr |
Funds Managed | 3 | 9 |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
Market Cap
Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 32.26 | 30.31 |
Large Cap | 30.39 | 30.87 |
Mid Cap | 0.59 | 27.88 |
Small Cap | - | 10.93 |
Sector Allocation
Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 32.26 | 30.31 |
Telecom - Services | 1.5 | - |
Petroleum Products | 2.63 | - |
IT - Software | 3.27 | - |
Personal Products | 0 | - |
Construction | 0.64 | - |
Ferrous Metals | 0 | - |
Diversified FMCG | 1.18 | - |
Non - Ferrous Metals | 0.23 | - |
Banks | 6.6 | - |
Cement & Cement Products | 1.28 | - |
Pharmaceuticals & Biotechnology | 1.81 | - |
Automobiles | 4.04 | - |
Insurance | 1.12 | - |
Diversified Metals | 1.03 | - |
Oil | 0.68 | - |
Finance | 1.22 | - |
Consumable Fuels | 0.67 | - |
Minerals & Mining | -0.01 | - |
Transport Services | 1.24 | - |
Power | 1.85 | - |
Energy | - | 2.24 |
Industrials | - | 11.69 |
Technology | - | 6.08 |
Financial Services | - | 35.89 |
Healthcare | - | 1.82 |
Consumer Cyclical | - | 9.62 |
Basic Materials | - | 1.25 |
Real Estate | - | 0.04 |
Utilities | - | 1.03 |
Consumer Defensive | - | 0.02 |
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