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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 | 1.05% | 3.41% |
| 6 Month | 5.4% | 12.7% |
| 1 Year | 3.49% | 5.38% |
| 3 Year | 10.3% | 13.52% |
| 5 Year | 11.73% | 13.86% |
SIP Return Analysis
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.27% | 5.93% |
| 1 Year | 6.12% | 12.93% |
| 3 Year | 9.28% | 14.04% |
| 5 Year | 9.81% | 12.76% |
Rolling Lumpsum Returns
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 9.59% | 8.03% |
| 3 Year | 10.61% | 9.53% |
| 5 Year | 11.01% | 8.45% |
Risk Management
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.5% | 7.31% |
| Sharp | 0.97% | 0.84% |
| Beta | 0.05% | - |
| Alpha | 4.02% | - |
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 | 34.86 | 38.05 |
| Large Cap | 62.4 | 38.37 |
| Mid Cap | 2.74 | 17.46 |
| Small Cap | - | 6.12 |
Sector Allocation
| Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 32.18 | 32.02 |
| Communication Services | 2.97 | 1.9 |
| Energy | 4.99 | 1.94 |
| Technology | 7.35 | 2.64 |
| Consumer Defensive | 1.31 | 3.1 |
| Industrials | 3.39 | 10.18 |
| Basic Materials | 8.63 | 1.29 |
| Financial Services | 24.88 | 26.43 |
| Real Estate | 1.28 | 0.05 |
| Healthcare | 2.67 | 7.89 |
| Consumer Cyclical | 7.95 | 11.01 |
| Utilities | 2.4 | 1.55 |
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