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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) | ₹714 Cr | ₹671 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 | 0.58% | 0.55% |
| 6 Month | 4.51% | 11.11% |
| 1 Year | 3.92% | 3.49% |
| 3 Year | 10.99% | 13.96% |
| 5 Year | 11.63% | 13.46% |
SIP Return Analysis
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.37% | 5.13% |
| 1 Year | 7.16% | 14.47% |
| 3 Year | 9.28% | 13.95% |
| 5 Year | 9.78% | 12.74% |
Rolling Lumpsum Returns
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 9.18% | 7.91% |
| 3 Year | 10.57% | 9.59% |
| 5 Year | 11.08% | 8.48% |
Risk Management
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.5% | 7.29% |
| Sharp | 1.11% | 0.88% |
| Beta | 0.09% | - |
| Alpha | 4.34% | - |
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 | 34.96 | 41.06 |
| Large Cap | 62.48 | 36.05 |
| Mid Cap | 2.56 | 16.47 |
| Small Cap | - | 6.42 |
Sector Allocation
| Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 31.12 | 32.5 |
| Communication Services | 2.98 | 1.83 |
| Energy | 4.68 | 1.85 |
| Technology | 7.93 | 5.02 |
| Consumer Defensive | 1.9 | 3.51 |
| Industrials | 3.24 | 9.03 |
| Basic Materials | 8.6 | 2.66 |
| Financial Services | 23.42 | 24.04 |
| Real Estate | 2.55 | 0.04 |
| Healthcare | 2.68 | 7.4 |
| Consumer Cyclical | 8.58 | 10.66 |
| Utilities | 2.33 | 1.45 |
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