HDFC Equity Savings Fund vs UTI Conservative Hybrid Fund compare

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tortoise-icon HDFC Equity Savings Fund - GROWTH PLAN

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tortoise-icon UTI Conservative Hybrid 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 Equity Savings Fund - GROWTH PLAN UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Fund HDFC Equity Savings Fund - GROWTH PLAN UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹4611 Cr ₹382 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹300 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 Sep 2004 30 Aug 2018
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI CRISIL Equity Saving
Turn Over 27.79% 387%
Expense Ratio 1.92 1.51
Manager Anil Bamboli V Srivatsa
ISIN Code INF179K01AM7 INF789F1A744
Exits Load Exit load For units in excess of 15% of the investment,1% will be charged for redemption within 1 month./365 For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month -1.95% -1.48%
6 Month 3.87% 3.66%
1 Year 14.02% 12.82%
3 Year 9.39% 9.61%
5 Year 10.97% 10.93%

SIP Return Analysis

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 10.47% 9.39%
3 Year 12.22% 12.07%
5 Year 12.39% 12.01%

Rolling Lumpsum Returns

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 8.56% 10.77%
3 Year 9.9% 10.67%
5 Year 9.43% 10.46%

Risk Management

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 4.68% 4.5%
Sharp 0.9% 0.69%
Beta 0.88% 0.92%
Alpha 1.46% 1.72%

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Fund Managers

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Name Anil Bamboli V Srivatsa
Total AUM ₹135442 Cr ₹7921 Cr
Fund Manage 12 3
HDFC Equity Savings Fund - GROWTH PLAN UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Equity Savings Fund - GROWTH PLAN

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 31.73 33.57
Large Cap 56.66 63.15
Mid Cap 6.39 3.26
Small Cap 5.22 -

Sector Allocation

Scheme Name

HDFC Equity Savings Fund - GROWTH PLAN

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 31.73 51.76
Petroleum Products 2.82 -
IT - Software 3.06 -
Construction 1.79 1.08
Finance 1.58 -
Ferrous Metals 2.51 -
Diversified FMCG 2.24 -
Non - Ferrous Metals 0.6 -
Banks 18.84 -
Realty 1.58 -
Pharmaceuticals & Biotechnology 5.1 -
Automobiles 5.46 -
Aerospace & Defense 0.42 -
Cement & Cement Products 0.36 -
Fertilizers & Agrochemicals 0.51 -
Power 3.48 -
Insurance 1.32 0.45
Entertainment 0.22 -
Agricultural Food & other Products 0.02 -
Agricultural, Commercial & Construction Vehicles 1.97 -
Oil 0.36 -
Consumer Durables 3.57 -
Telecom - Services 1.57 -
Auto Components 0.83 -
Healthcare Services 0.53 -
Chemicals & Petrochemicals 0.19 -
Transport Infrastructure 2.77 -
Consumable Fuels 0.48 -
Beverages 4.09 -
Materials - 1.07
Consumer Staples - 1.34
Healthcare - 0.92
Energy - 3.4
Technology - 2.33
Automobile - 2.81
Financial - 8.72
Metals & Mining - 0.88
Sovereign - 22.75
Communication - 1.5
Services - 0.97

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