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) ₹5852 Cr ₹5719 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 20 Mar 1995 30 Jan 2013
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 1.9 1.87
Manager V Srivatsa Gautam Bhupal
ISIN Code INF789F01323 INF917K01LB0
Exits Load Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months/365 Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year/365

Trailing Lumpsum Returns

Scheme Name UTI Aggressive Hybrid Fund- Regular Plan - Growth HSBC Aggressive Hybrid Fund - Regular Growth
1 Month -1.54% -0.75%
6 Month 8.36% 5.71%
1 Year 26.8% 26.34%
3 Year 15.67% 13.02%
5 Year 18.77% 15.06%

SIP Return Analysis

Scheme Name UTI Aggressive Hybrid Fund- Regular Plan - Growth HSBC Aggressive Hybrid Fund - Regular Growth
6 Month - -
1 Year - -
3 Year - -
5 Year - -

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 0.93% 0.89%
Beta 1.04% 1.02%
Alpha 5.57% 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 31.49 26.52
Large Cap 42.71 32.69
Mid Cap 16.75 21.04
Small Cap 9.04 19.75

Sector Allocation

Scheme Name

UTI Aggressive Hybrid Fund- Regular Plan - Growth

HSBC Aggressive Hybrid Fund - Regular Growth

Others 2.96 1.06
Sovereign 16.5 11.08
Financial 31.85 27.74
Automobile 5.86 4.23
Communication 2.94 1.12
Energy 8.39 5.03
Technology 5.79 6.45
Materials 0.62 0.16
Healthcare 5.24 2.54
Construction 4.06 8.56
Metals & Mining 2.71 0.56
Insurance 0.45 -
Consumer Staples 4.83 1.72
Chemicals 1.37 -
Textiles 1.9 -
Consumer Discretionary 0.71 1.29
Services 3.35 4.48
Capital Goods 0.46 23.98

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