HDFC Equity Savings Fund vs UTI Conservative Hybrid Fund compare
HDFC Equity Savings Fund - GROWTH PLAN
Invest NowUTI Conservative Hybrid Fund - Regular Plan - Growth Option
Invest NowChart Comparison
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) | ₹5463 Cr | ₹613 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹300 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 17 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 | 1.89 | 1.65 |
Manager | Anil Bamboli | V Srivatsa |
ISIN Code | INF179K01AM7 | INF789F1A744 |
Exits Load | HDFC Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.08% | 0.05% |
6 Month | 2.41% | 2.45% |
1 Year | 11.01% | 9.95% |
3 Year | 10.24% | 10.57% |
5 Year | 11.03% | 10.95% |
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 6.82% | 6.78% |
3 Year | 11.37% | 11.49% |
5 Year | 11.89% | 11.67% |
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% |
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% | 0.76% |
Beta | 0.88% | 0.92% |
Alpha | 1.46% | 1.71% |
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Get Free Experts GuidanceScheme 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 |
Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 65.48 | 33.86 |
Large Cap | 57.55 | 23.09 |
Mid Cap | 5.1 | 0.68 |
Small Cap | 5.25 | 0.17 |
Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 65.48 | 33.86 |
Petroleum Products | 2.86 | 0.43 |
IT - Software | 3.63 | 3.22 |
Construction | 1.99 | 0.41 |
Finance | 1.26 | 1.1 |
Ferrous Metals | 2.22 | -0.01 |
Diversified FMCG | 2.02 | 1.26 |
Non - Ferrous Metals | 0.53 | 0.18 |
Banks | 19.19 | 6.31 |
Realty | 1.57 | 0.2 |
Pharmaceuticals & Biotechnology | 4.99 | 1.45 |
Automobiles | 7.11 | 2.12 |
Aerospace & Defense | 0.39 | - |
Cement & Cement Products | 0.32 | 0.87 |
Fertilizers & Agrochemicals | 0.57 | - |
Power | 3.39 | 1.45 |
Insurance | 1.72 | 1 |
Entertainment | 0.2 | - |
Agricultural Food & other Products | 0.02 | - |
Agricultural, Commercial & Construction Vehicles | 1.08 | - |
Oil | 0.32 | 0.38 |
Consumer Durables | 3.02 | - |
Telecom - Services | 1.67 | 1.22 |
Auto Components | 0.74 | - |
Healthcare Services | 0.52 | - |
Chemicals & Petrochemicals | 0.18 | - |
Transport Infrastructure | 2.52 | - |
Consumable Fuels | 0.41 | 0.1 |
Paper, Forest & Jute Products | 0.25 | - |
Beverages | 3.21 | - |
Personal Products | - | 0 |
Gas | - | 0.66 |
Diversified Metals | - | 0.8 |
Minerals & Mining | - | -0.01 |
Transport Services | - | 0.8 |
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