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) ₹3320 Cr ₹1645 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 26 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 1.76 1.81
Manager Dhruv Muchhal Amit Kumar Premchandani
ISIN Code INF179K01AE4 INF789F01893
Exits Load HDFC Hybrid Debt Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 UTI Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HDFC Hybrid Debt Fund - Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month -0.26% -0.5%
6 Month 1.1% 1.98%
1 Year 8.97% 10.81%
3 Year 9.68% 8.41%
5 Year 10.43% 10.12%

SIP Return Analysis

Scheme Name HDFC Hybrid Debt Fund - Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 5.29% 7.09%
3 Year 10.62% 10.13%
5 Year 10.89% 10.3%

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 77.29 76.58
Large Cap 18.49 14.97
Small Cap 2.04 4.21
Mid Cap 2.18 4.19

Sector Allocation

Scheme Name

HDFC Hybrid Debt Fund - Growth Plan

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 77.29 76.58
Petroleum Products 1.26 0.63
IT - Software 2.33 2.62
Industrial Manufacturing 0.43 -
Transport Services 0.49 0.37
Construction 0.85 0.18
Finance 0.54 0.35
Banks 7.21 6.18
Realty 0.6 0.32
Pharmaceuticals & Biotechnology 2.44 1.78
Aerospace & Defense 0.32 0.24
Automobiles 0.66 1.1
Insurance 0.37 0.7
Diversified FMCG 0.81 0.24
Oil 0.32 -
Industrial Products 0.55 0.19
Gas 0.35 0.2
Telecom - Services 0.97 0.88
Consumable Fuels 0.34 0.37
Auto Components 0.38 0.31
Power 1.39 0.56
Paper, Forest & Jute Products 0.1 -
Cement & Cement Products - 0.62
Personal Products - 0.48
Ferrous Metals - 0.55
Textiles & Apparels - 0.17
Non - Ferrous Metals - 0.5
Healthcare Services - 0.53
Consumer Durables - 0.9
Electrical Equipment - 0.1
Fertilizers & Agrochemicals - 0.28
Entertainment - 0.29
Agricultural Food & other Products - 0.21
Capital Markets - 0.34
Minerals & Mining - 0.24
Retailing - 0.56
Leisure Services - 0.16
Transport Infrastructure - 0.22

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