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 -2.72% -8.7%
6 Month -1.54% -6.52%
1 Year 15.19% 11.59%
3 Year 15.29% 11.21%
5 Year 18.2% 13.49%

SIP Return Analysis

Scheme Name UTI Aggressive Hybrid Fund- Regular Plan - Growth HSBC Aggressive Hybrid Fund - Regular Growth
6 Month - -
1 Year 9.95% 13.73%
3 Year 19.77% 20.23%
5 Year 20.19% 17.93%

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 1.03% 1.02%
Alpha 6.04% 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 23.48
Large Cap 42.79 34.5
Mid Cap 16.79 25.17
Small Cap 10.58 16.85

Sector Allocation

Scheme Name

UTI Aggressive Hybrid Fund- Regular Plan - Growth

HSBC Aggressive Hybrid Fund - Regular Growth

Others 29.8 23.48
Telecom - Services 3.66 0.48
Petroleum Products 2.59 0.13
IT - Software 7.85 6.2
Cement & Cement Products 1.21 0.18
Transport Services 2.44 0.04
Construction 2.15 0.76
Textiles & Apparels 2.42 -
Pharmaceuticals & Biotechnology 4.59 0.9
Banks 17.36 7.34
Healthcare Services 0.68 0.76
Insurance 2.82 -
Automobiles 2.82 2.68
Gas 1.05 -
Diversified FMCG 3.39 -
Fertilizers & Agrochemicals 0.62 -
Diversified Metals 1.81 -
Realty 0.96 4.18
Ferrous Metals 0.6 -
Capital Markets 1.46 5.71
Consumer Durables 0.72 3.84
Other Consumer Services 0.66 -
Industrial Products 0.23 3.87
Auto Components 0.84 0.21
Chemicals & Petrochemicals 0.67 -
Personal Products 0.48 -
Finance 2.4 1.66
Entertainment 0.6 -
Power 1.08 3.74
Paper, Forest & Jute Products 0.59 -
Leisure Services 1.41 0.89
Electrical Equipment - 17.91
Food Products - 0.2
Retailing - 8.56
Aerospace & Defense - 4.19
Beverages - 0.86
Industrial Manufacturing - 0.81
Financial Technology (Fintech) - 0.42

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