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HSBC Aggressive Hybrid Fund vs UTI Aggressive Hybrid Fund compare
UTI Aggressive Hybrid Fund- Regular Plan - Growth
HSBC Aggressive Hybrid Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Fund | UTI Aggressive Hybrid Fund- Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5956 Cr | ₹5282 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 25 Mar 2000 | 07 Feb 2011 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | NIFTY 50 Hybrid Composite Debt 65:35 |
| Turn Over | 27% | 75% |
| Expense Ratio | 1.89 | 1.85 |
| Manager | V Srivatsa | Gautam Bhupal |
| ISIN Code | INF789F01323 | INF917K01LB0 |
| Exits Load | UTI Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Aggressive 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 | UTI Aggressive Hybrid Fund- Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Month | -2.53% | -5.17% |
| 6 Month | -8.69% | -15.09% |
| 1 Year | 7.5% | 0.18% |
| 3 Year | 15.43% | 9.63% |
| 5 Year | 19.83% | 13.42% |
SIP Return Analysis
| Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | -6.26% | -12.24% |
| 1 Year | -7.52% | -21.91% |
| 3 Year | 13.71% | 7.24% |
| 5 Year | 16.19% | 9.91% |
Rolling Lumpsum Returns
| Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.82% | 12.07% |
| 3 Year | 12.4% | 13.3% |
| 5 Year | 11.66% | 12.45% |
Risk Management
| Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 9.01% | 13.076% |
| Sharp | 0.8% | 0.243% |
| Beta | 1.05% | 1.201% |
| Alpha | 4.59% | -1.847% |
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Fund Managers
| Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Name | V Srivatsa | Gautam Bhupal |
| Total AUM | ₹7921 Cr | ₹25949 Cr |
| Fund Manage | 3 | 13 |
| UTI Aggressive Hybrid Fund- Regular Plan - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
Market Cap
| Scheme Name |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 34.57027 | 24.61791 |
| Large Cap | 42.47247 | 36.45295 |
| Mid Cap | 13.20758 | 21.87384 |
| Small Cap | 9.7497 | 17.05529 |
Sector Allocation
| Scheme Name |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 32.58315 | 24.61791 |
| Communication Services | 4.4953 | 0.53271 |
| Energy | 3.43449 | 0.1381 |
| Technology | 6.73097 | 12.18501 |
| Basic Materials | 6.04048 | 0.19681 |
| Industrials | 4.42401 | 23.24466 |
| Consumer Cyclical | 8.28395 | 13.50613 |
| Healthcare | 4.01777 | 1.63515 |
| Financial Services | 22.78541 | 15.67571 |
| Utilities | 1.5704 | 3.4802 |
| Consumer Defensive | 4.69141 | 0.97615 |
| Real Estate | 0.94268 | 3.81145 |
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