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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) | ₹794 Cr | ₹787 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 | 0.88% | -0.29% |
| 6 Month | 4.02% | 6.03% |
| 1 Year | 7.1% | 1.16% |
| 3 Year | 10.7% | 13.44% |
| 5 Year | 10.77% | 12% |
SIP Return Analysis
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.9% | 1.27% |
| 1 Year | 10.2% | 10.87% |
| 3 Year | 9.75% | 11.77% |
| 5 Year | 10.03% | 11.55% |
Rolling Lumpsum Returns
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.46% | 7.84% |
| 3 Year | 10.61% | 9.72% |
| 5 Year | 11.14% | 8.53% |
Risk Management
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.5% | 7.28% |
| Sharp | 1.09% | 0.90% |
| Beta | 0.99% | - |
| Alpha | 0.77% | - |
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 | 34.32 | 37.06 |
| Large Cap | 62.71 | 38.44 |
| Mid Cap | 2.97 | 18.09 |
| Small Cap | - | 6.41 |
Sector Allocation
| Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 27.6 | 29.99 |
| Communication Services | 2.75 | 5.54 |
| Energy | 4.91 | 1.79 |
| Technology | 6.04 | 6.81 |
| Consumer Defensive | 2 | 3.35 |
| Industrials | 4.77 | 6.16 |
| Basic Materials | 9.7 | 0.96 |
| Financial Services | 25.26 | 28.18 |
| Real Estate | 3.67 | 0 |
| Healthcare | 2.11 | 7.5 |
| Consumer Cyclical | 8.69 | 8.38 |
| Utilities | 2.5 | 1.34 |
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