HDFC Capital Builder Value Fund vs UTI Value Fund compare

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HDFC Capital Builder Value Fund - Growth Plan

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UTI Value Fund- Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name	HDFC Capital Builder Value Fund - Growth Plan	UTI Value Fund- Regular Plan - Growth Option
Fund	HDFC Capital Builder Value Fund - Growth Plan	UTI Value Fund- Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹6950 Cr	₹9606 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	01 Feb 1994	20 Jul 2005
Category	Value	Value
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	4.74%	28%
Expense Ratio	1.84	1.82
Manager	Dhruv Muchhal	Amit Kumar Premchandani
ISIN Code	INF179K01426	INF789F01AG5
Exits Load	HDFC Capital Builder Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	UTI Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	HDFC Capital Builder Value Fund - Growth Plan	UTI Value Fund- Regular Plan - Growth Option
1 Month	-3.66%	-1.88%
6 Month	-10.49%	-8.7%
1 Year	6.37%	13.1%
3 Year	15.4%	16.05%
5 Year	17.93%	18.06%

Scheme Name	HDFC Capital Builder Value Fund - Growth Plan	UTI Value Fund- Regular Plan - Growth Option
6 Month	-	-
1 Year	-7.93%	-1.68%
3 Year	16.16%	18.05%
5 Year	19.2%	19.55%

Scheme Name	HDFC Capital Builder Value Fund - Growth Plan	UTI Value Fund- Regular Plan - Growth Option
1 Year	14.89%	13.34%
3 Year	15.26%	13.88%
5 Year	14.67%	13.37%

Scheme Name	HDFC Capital Builder Value Fund - Growth Plan	UTI Value Fund- Regular Plan - Growth Option
Standard Deviation	13.802%	12.09%
Sharp	0.683%	0.68%
Beta	0.974%	0.96%
Alpha	1.56%	1.91%

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Scheme Name	HDFC Capital Builder Value Fund - Growth Plan	UTI Value Fund- Regular Plan - Growth Option
Name	Dhruv Muchhal	Amit Kumar Premchandani
Total AUM	₹520687 Cr	₹13572 Cr
Fund Manage	40	3
	HDFC Capital Builder Value Fund - Growth Plan	UTI Value Fund- Regular Plan - Growth Option

Scheme Name	HDFC Capital Builder Value Fund - Growth Plan	UTI Value Fund- Regular Plan - Growth Option
Others	0.86	1.76
Large Cap	67.07	63.18
Mid Cap	13.11	17.55
Small Cap	18.96	17.42

Scheme Name	HDFC Capital Builder Value Fund - Growth Plan	UTI Value Fund- Regular Plan - Growth Option
Others	0.86	1.76
Telecom - Services	4.58	4.02
IT - Software	9.06	11.16
IT - Services	0.67	-
Personal Products	2.42	1.99
Construction	5.1	0.74
Retailing	1.15	2.39
Healthcare Services	1.44	2.2
Petroleum Products	1.57	2.69
Diversified FMCG	2.09	1.01
Pharmaceuticals & Biotechnology	7.08	7.39
Banks	24.45	25.72
Agricultural, Commercial & Construction Vehicles	0.53	-
Consumer Durables	1.43	3.72
Automobiles	3.86	4.76
Cement & Cement Products	2.23	2.64
Telecom - Equipment & Accessories	1.34	-
Capital Markets	2.64	1.41
Chemicals & Petrochemicals	0.15	-
Finance	3.16	1.45
Insurance	1.65	2.94
Gas	0.81	0.79
Power	4.23	2.42
Entertainment	0.68	1.2
Realty	3.62	1.3
Auto Components	3.55	1.3
Aerospace & Defense	1.53	1.01
Electrical Equipment	0.44	0.31
Transport Infrastructure	0.53	0.87
Consumable Fuels	0.88	1.56
Industrial Manufacturing	0.51	-
Industrial Products	1.47	0.69
Transport Services	0.38	1.56
Beverages	3.56	-
Ferrous Metals	0.35	2.39
Textiles & Apparels	-	0.7
Non - Ferrous Metals	-	2.03
Fertilizers & Agrochemicals	-	1.19
Agricultural Food & other Products	-	0.88
Minerals & Mining	-	1.03
Leisure Services	-	0.69