HSBC Aggressive Hybrid Fund vs UTI Aggressive Hybrid Fund compare

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tortoise-icon UTI Aggressive Hybrid Fund- Regular Plan - Growth

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tortoise-icon HSBC Aggressive Hybrid Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹6111 Cr ₹5631 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 1.87 1.86
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 1.13% 3.29%
6 Month 4.93% 4.32%
1 Year 21.6% 23.79%
3 Year 17.28% 14.45%
5 Year 18.75% 15.42%

SIP Return Analysis

Scheme Name UTI Aggressive Hybrid Fund- Regular Plan - Growth HSBC Aggressive Hybrid Fund - Regular Growth
6 Month - -
1 Year 15.37% 21.13%
3 Year 21% 21.66%
5 Year 20.94% 18.81%

Rolling Lumpsum Returns

Scheme Name UTI Aggressive Hybrid Fund- Regular Plan - Growth HSBC Aggressive Hybrid Fund - Regular Growth
1 Year 13.58% 11.74%
3 Year 12.27% 13.3%
5 Year 11.6% 12.19%

Risk Management

Scheme Name UTI Aggressive Hybrid Fund- Regular Plan - Growth HSBC Aggressive Hybrid Fund - Regular Growth
Standard Deviation 9.01% 10.22%
Sharp 1.04% 0.89%
Beta 1.03% 1.02%
Alpha 5.78% 2.87%

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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 29.8 26.52
Large Cap 42.79 32.69
Mid Cap 16.79 21.04
Small Cap 10.58 19.75

Sector Allocation

Scheme Name

UTI Aggressive Hybrid Fund- Regular Plan - Growth

HSBC Aggressive Hybrid Fund - Regular Growth

Others 29.8 1.06
Telecom - Services 3.66 -
Petroleum Products 2.59 -
IT - Software 7.85 -
Cement & Cement Products 1.21 -
Transport Services 2.44 -
Construction 2.15 8.56
Textiles & Apparels 2.42 -
Pharmaceuticals & Biotechnology 4.59 -
Banks 17.36 -
Healthcare Services 0.68 -
Insurance 2.82 -
Automobiles 2.82 -
Gas 1.05 -
Diversified FMCG 3.39 -
Fertilizers & Agrochemicals 0.62 -
Diversified Metals 1.81 -
Realty 0.96 -
Ferrous Metals 0.6 -
Capital Markets 1.46 -
Consumer Durables 0.72 -
Other Consumer Services 0.66 -
Industrial Products 0.23 -
Auto Components 0.84 -
Chemicals & Petrochemicals 0.67 -
Personal Products 0.48 -
Finance 2.4 -
Entertainment 0.6 -
Power 1.08 -
Paper, Forest & Jute Products 0.59 -
Leisure Services 1.41 -
Sovereign - 11.08
Energy - 5.03
Capital Goods - 23.98
Technology - 6.45
Consumer Staples - 1.72
Financial - 27.74
Healthcare - 2.54
Services - 4.48
Metals & Mining - 0.56
Automobile - 4.23
Communication - 1.12
Consumer Discretionary - 1.29
Materials - 0.16

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