HDFC Capital Builder Value Fund vs UTI Value Fund compare
HDFC Capital Builder Value Fund - Growth Plan
UTI Value Fund- Regular Plan - Growth Option
Chart Comparison
| 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 | Very High |
| Asset Size (Cr) | ₹7315 Cr | ₹9904 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 | 1.8 |
| Manager | Dhruv Muchhal | Amit Kumar Premchandani |
| ISIN Code | INF179K01426 | INF789F01AG5 |
| Exits Load | Exit load of 1% if redeemed within 1 year/365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 |
| Scheme Name | HDFC Capital Builder Value Fund - Growth Plan | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -3.05% | -2.11% |
| 6 Month | 6.93% | 11.98% |
| 1 Year | 32.9% | 35.93% |
| 3 Year | 17.35% | 17.61% |
| 5 Year | 20.06% | 21.26% |
| Scheme Name | HDFC Capital Builder Value Fund - Growth Plan | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 12.24% | 21.54% |
| 3 Year | 23.01% | - |
| 5 Year | 23.25% | - |
| Scheme Name | HDFC Capital Builder Value Fund - Growth Plan | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.74% | 13.04% |
| 3 Year | 15.19% | 13.72% |
| 5 Year | 14.49% | 13.31% |
| Scheme Name | HDFC Capital Builder Value Fund - Growth Plan | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.73% | 12.09% |
| Sharp | 1.15% | 0.83% |
| Beta | 0.96% | 0.95% |
| Alpha | 2.13% | 2.64% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 | 0.41 | 1 |
| Large Cap | 66.86 | 66.06 |
| Mid Cap | 13.74 | 14.74 |
| Small Cap | 18.99 | 18.18 |
| Scheme Name |
HDFC Capital Builder Value Fund - Growth Plan |
UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 0.41 | 0.47 |
| Telecom - Services | 5.13 | - |
| IT - Software | 8.3 | - |
| IT - Services | 0.68 | - |
| Personal Products | 2.51 | - |
| Transport Services | 0.62 | - |
| Construction | 4.84 | 2.5 |
| Retailing | 1.19 | - |
| Healthcare Services | 1.78 | - |
| Petroleum Products | 1.74 | - |
| Diversified FMCG | 1.92 | - |
| Pharmaceuticals & Biotechnology | 6.81 | - |
| Banks | 23.21 | - |
| Agricultural, Commercial & Construction Vehicles | 0.46 | - |
| Consumer Durables | 2.31 | - |
| Automobiles | 4.31 | - |
| Cement & Cement Products | 2.27 | - |
| Ferrous Metals | 0.64 | - |
| Telecom - Equipment & Accessories | 1.34 | - |
| Capital Markets | 2.21 | - |
| Chemicals & Petrochemicals | 0.15 | - |
| Finance | 3.33 | - |
| Insurance | 1.77 | 2.71 |
| Gas | 0.91 | - |
| Power | 4.29 | - |
| Entertainment | 0.69 | - |
| Realty | 3.96 | - |
| Auto Components | 3.52 | - |
| Aerospace & Defense | 1.45 | - |
| Electrical Equipment | 0.39 | - |
| Transport Infrastructure | 0.56 | - |
| Consumable Fuels | 0.94 | - |
| Industrial Manufacturing | 0.49 | - |
| Industrial Products | 1.5 | - |
| Beverages | 3.37 | - |
| Financial | - | 28.63 |
| Communication | - | 4.23 |
| Energy | - | 8.3 |
| Technology | - | 9.03 |
| Consumer Staples | - | 3.97 |
| Metals & Mining | - | 5.84 |
| Healthcare | - | 8.99 |
| Automobile | - | 7.89 |
| Materials | - | 4.15 |
| Chemicals | - | 1.25 |
| Services | - | 5.22 |
| Consumer Discretionary | - | 3.59 |
| Capital Goods | - | 1.85 |
| Textiles | - | 1.36 |
Top Comparisons
LIC MF Liquid Fund-Growth
3Y Returns6.22%
LIC MF Liquid Fund-Regular Plan-Growth
3Y Returns6.22%
Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme - Regular Plan - Growth Option
3Y Returns5.65%
Kotak Income Plus Arbitrage FOF-Regular Plan-Growth
3Y Returns0%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
3Y Returns10.7%
UTI Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns15.67%
ICICI Prudential Overnight Fund - Growth
3Y Returns127.66%
Edelweiss Overnight Fund - Regular Plan - Growth
3Y Returns5.8%