UTI Conservative Hybrid Fund vs HSBC Equity Savings Fund compare

UTI Conservative Hybrid Fund vs HSBC Equity Savings Fund compare

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UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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HSBC Equity Savings Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹733 Cr	₹723 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	1.1%	-0.72%
6 Month	3.24%	7.66%
1 Year	6.35%	4.76%
3 Year	10.47%	13.41%
5 Year	11.51%	13.04%

SIP Return Analysis

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth
6 Month	1.96%	2.55%
1 Year	7.98%	10.51%
3 Year	9.28%	12.48%
5 Year	9.75%	11.91%

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%	0.89%
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	34.32	38.94
Large Cap	62.71	36.57
Mid Cap	2.97	17.79
Small Cap	-	6.7

Sector Allocation

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth
Others	27.6	31.45
Communication Services	2.75	5.32
Energy	4.91	1.73
Technology	6.04	5.12
Consumer Defensive	2	2.93
Industrials	4.77	7.55
Basic Materials	9.7	2.8
Financial Services	25.26	25.49
Real Estate	3.67	0.04
Healthcare	2.11	7.72
Consumer Cyclical	8.69	8.47
Utilities	2.5	1.38

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