HDFC Hybrid Debt Fund vs UTI Conservative Hybrid Fund compare

HDFC Hybrid Debt Fund - Growth Plan

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month	0.87%	1.4%
6 Month	7.28%	9.2%
1 Year	16.56%	16.44%
3 Year	11.09%	10.25%
5 Year	11.51%	10.38%

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	7.05%	6.96%
3 Year	19.32%	16.61%
5 Year	34.25%	29.93%

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year	10.92%	10.02%
3 Year	27.15%	24.28%
5 Year	35.62%	31.94%

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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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

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	75.75	75.14
Large Cap	20.12	16.28
Mid Cap	1.99	3.92
Small Cap	2.14	4.67

Scheme Name	HDFC Hybrid Debt Fund - Growth Plan	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	75.11	3.75
Banks	7.68	-
Telecom - Services	1.12	-
IT - Software	2.23	-
Petroleum Products	1.66	-
Power	1.62	-
Construction	0.86	2.22
Diversified FMCG	0.72	-
Pharmaceuticals & Biotechnology	2.17	-
Aerospace & Defense	0.92	-
Realty	0.55	-
Automobiles	1.02	-
Consumable Fuels	0.44	-
Industrial Manufacturing	0.41	-
Industrial Products	0.66	-
Oil	0.38	-
Gas	0.36	-
Insurance	0.35	0.7
Finance	0.67	-
Transport Services	0.62	-
Auto Components	0.45	-
Sovereign	-	30.82
Financial	-	44.03
Capital Goods	-	2.74
Technology	-	2.33
Communication	-	1.02
Automobile	-	1.97
Metals & Mining	-	1.38
Materials	-	1.12
Healthcare	-	2.34
Consumer Discretionary	-	0.98
Energy	-	1.74
Services	-	1.3
Textiles	-	0.35
Chemicals	-	0.32
Consumer Staples	-	0.9