HSBC Business Cycles Fund vs UTI compare
UTI-Transpotation and Logistics Fund-Growth Option
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Fund | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3334 Cr | ₹995 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 Jul 2005 | 20 Aug 2014 |
Category | Thematic Transportation | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty Transportation & Logistics TRI | NIFTY 500 TRI |
Turn Over | 14% | 28% |
Expense Ratio | 1.96 | 2.28 |
Manager | Sachin Trivedi | Venugopal Manghat |
ISIN Code | INF789F01299 | INF917K01RF8 |
Exits Load | UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | HSBC Business Cycles 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-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Month | 2.32% | 4.93% |
6 Month | -8.78% | -5.94% |
1 Year | 1.1% | 12.36% |
3 Year | 21.34% | 21.21% |
5 Year | 30.4% | 28.77% |
SIP Return Analysis
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | -2.07% | -0.89% |
1 Year | -14.96% | -6.41% |
3 Year | 16.28% | 20.65% |
5 Year | 20.48% | 21.79% |
Rolling Lumpsum Returns
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 13.92% | 12.53% |
3 Year | 15.53% | 12.41% |
5 Year | 15.12% | 10.07% |
Risk Management
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 16.395% | 16.92% |
Sharp | 0.801% | 0.627% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Name | Sachin Trivedi | Venugopal Manghat |
Total AUM | ₹7301 Cr | ₹41442 Cr |
Funds Managed | 3 | 7 |
UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
Market Cap
Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 4.64 | 3.21 |
Large Cap | 75.46 | 41.17 |
Small Cap | 11.46 | 44.38 |
Mid Cap | 8.44 | 11.24 |
Sector Allocation
Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 4.64 | 4.33 |
Consumer Cyclical | 79.46 | 16.85 |
Industrials | 15.9 | 28.03 |
Energy | - | 6.42 |
Technology | - | 1.43 |
Financial Services | - | 29.12 |
Basic Materials | - | 12.59 |
Real Estate | - | 1.22 |
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