HDFC Hybrid Debt Fund vs UTI Conservative Hybrid Fund compare

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tortoise-icon HDFC Hybrid Debt 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 Hybrid Debt Fund - Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Fund HDFC Hybrid Debt Fund - Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹3231 Cr ₹1617 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 01 Dec 2003 16 Dec 2003
Category Conservative Conservative
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite Debt 15:85 NIFTY 50 Hybrid Composite Debt 15:85
Turn Over 11.39% 32%
Expense Ratio 1.77 1.8
Manager Dhruv Muchhal Amit Kumar Premchandani
ISIN Code INF179K01AE4 INF789F01893
Exits Load Exit load for units in excess of 15% of the investment, 1% will be charged for redemption within 1 year/365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name HDFC Hybrid Debt Fund - Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month -1.01% -1.34%
6 Month 4.45% 6.44%
1 Year 13.47% 14.08%
3 Year 9.64% 8.13%
5 Year 10.68% 9.86%

SIP Return Analysis

Scheme Name HDFC Hybrid Debt Fund - Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 11.01% 13.01%
3 Year 12.23% 11.53%
5 Year 11.89% 11.15%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Debt Fund - Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 10.17% 9.74%
3 Year 10.51% 9.39%
5 Year 10.07% 9.27%

Risk Management

Scheme Name HDFC Hybrid Debt Fund - Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 3.8% 4.21%
Sharp 1.04% 0.83%
Beta 0.7% 0.78%
Alpha 3.01% 2.48%

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Fund Managers

Scheme Name HDFC Hybrid Debt Fund - Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Name Dhruv Muchhal Amit Kumar Premchandani
Total AUM ₹520687 Cr ₹13572 Cr
Fund Manage 40 3
HDFC Hybrid Debt Fund - Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Hybrid Debt Fund - Growth Plan

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 75.75 75.65
Large Cap 20.12 15.44
Small Cap 2.14 4.37
Mid Cap 1.99 4.51

Sector Allocation

Scheme Name

HDFC Hybrid Debt Fund - Growth Plan

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 75.11 75.65
Petroleum Products 1.66 0.59
IT - Software 2.23 2.74
Industrial Manufacturing 0.41 -
Transport Services 0.62 0.34
Construction 0.86 0.24
Finance 0.67 0.39
Banks 7.68 6.22
Realty 0.55 0.38
Pharmaceuticals & Biotechnology 2.17 1.85
Aerospace & Defense 0.92 0.24
Automobiles 1.02 1.27
Insurance 0.35 0.77
Diversified FMCG 0.72 0.25
Oil 0.38 -
Industrial Products 0.66 0.21
Gas 0.36 0.26
Telecom - Services 1.12 0.92
Consumable Fuels 0.44 0.4
Auto Components 0.45 0.37
Power 1.62 0.54
Cement & Cement Products - 0.64
Personal Products - 0.45
Ferrous Metals - 0.59
Textiles & Apparels - 0.22
Non - Ferrous Metals - 0.54
Healthcare Services - 0.53
Consumer Durables - 1.02
Electrical Equipment - 0.16
Fertilizers & Agrochemicals - 0.28
Entertainment - 0.3
Agricultural Food & other Products - 0.24
Capital Markets - 0.32
Minerals & Mining - 0.16
Retailing - 0.63
Leisure Services - 0.03
Transport Infrastructure - 0.23

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