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
| 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 | -0.82% | -0.26% |
| 6 Month | 0.13% | 0.54% |
| 1 Year | 8.19% | 8.23% |
| 3 Year | 9.12% | 9.81% |
| 5 Year | 10.73% | 10.8% |
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.87% | 4.85% |
| 3 Year | 10.37% | 10.75% |
| 5 Year | 11.25% | 11.2% |
| 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% | 0.63% |
| Beta | 0.88% | 0.92% |
| Alpha | 1.46% | 1.86% |
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| 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 |
| 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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