HDFC Equity Savings Fund vs UTI Conservative Hybrid Fund compare
HDFC Equity Savings Fund - GROWTH PLAN
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹5584 Cr | ₹650 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 | 1.64 |
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 |
Trailing Lumpsum Returns
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.03% | 2% |
6 Month | 0.9% | 2.35% |
1 Year | 6.99% | 8.46% |
3 Year | 9.88% | 10.95% |
5 Year | 13.53% | 13.32% |
SIP Return Analysis
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.53% | 2.3% |
1 Year | 3.32% | 5.77% |
3 Year | 9.99% | 10.92% |
5 Year | 10.65% | 11.03% |
Rolling Lumpsum Returns
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.6% | 10.67% |
3 Year | 9.9% | 10.51% |
5 Year | 9.44% | 10.63% |
Risk Management
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 4.946% | 4.5% |
Sharp | 0.518% | 0.58% |
Beta | - | 0.93% |
Alpha | - | 1.5% |
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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 |
Funds Managed | 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 | 33.86 | 33.21 |
Large Cap | 58.5 | 62.93 |
Small Cap | 4.14 | - |
Mid Cap | 3.5 | 3.86 |
Sector Allocation
Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 33.83 | 32.7 |
Energy | 6.35 | 3.63 |
Technology | 5.68 | 7.79 |
Industrials | 5.1 | 2.32 |
Consumer Defensive | 4.67 | 2.03 |
Basic Materials | 3.37 | 8.43 |
Financial Services | 19.87 | 24.76 |
Healthcare | 4.94 | 2.31 |
Consumer Cyclical | 11.74 | 9.63 |
Communication Services | 1.81 | 3.53 |
Utilities | 2.63 | 2.34 |
Real Estate | - | 0.53 |
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