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) | ₹707 Cr | ₹649 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 | 0.37% | 1.19% |
6 Month | 4.51% | -0.21% |
1 Year | 4.93% | 3.28% |
3 Year | 11.77% | 13.02% |
5 Year | 12.18% | 13.7% |
SIP Return Analysis
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
6 Month | 2.74% | 4.38% |
1 Year | 7.03% | 4.15% |
3 Year | 10.38% | 12.26% |
5 Year | 10.57% | 11.81% |
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 | 1.44% | 0.92% |
Beta | 0.94% | - |
Alpha | 0.98% | - |
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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 | 35.27 | 33.9 |
Large Cap | 61.69 | 41.07 |
Mid Cap | 3.04 | 17.72 |
Small Cap | - | 7.32 |
Sector Allocation
Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 33.75 | 31.57 |
Communication Services | 3.52 | 2.01 |
Energy | 5.35 | 2.11 |
Technology | 7.2 | 2.16 |
Consumer Defensive | 1.27 | 3.67 |
Industrials | 2.84 | 8.18 |
Basic Materials | 8.7 | 1.35 |
Financial Services | 25.04 | 28.35 |
Healthcare | 2.11 | 5.13 |
Consumer Cyclical | 7.83 | 13.76 |
Utilities | 2.4 | 1.64 |
Real Estate | - | 0.04 |
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