HSBC Business Cycles Fund vs UTI compare

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tortoise-icon UTI-Transpotation and Logistics Fund-Growth Option

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tortoise-icon HSBC Business Cycles 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-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) ₹3435 Cr ₹925 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Aug 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 1.91 2.35
Manager Sachin Trivedi Venugopal Manghat
ISIN Code INF789F01299 INF917K01RF8
Exits Load Exit load of 1% if redeemed within 30 days./365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option HSBC Business Cycles Fund - Regular Growth
1 Month -0.51% 2.75%
6 Month 23.56% 25.5%
1 Year 57.19% 53.88%
3 Year 33.46% 26.31%
5 Year 27.76% 24.78%

SIP Return Analysis

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option HSBC Business Cycles Fund - Regular Growth
6 Month - -
1 Year 29.95% 24.49%
3 Year 70.77% 54.47%
5 Year 121.33% 97.18%

Rolling Lumpsum Returns

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option HSBC Business Cycles Fund - Regular Growth
1 Year 13.7% 11.86%
3 Year 15.21% 11.89%
5 Year 14.71% 9.53%

Risk Management

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option HSBC Business Cycles Fund - Regular Growth
Standard Deviation 14.14% 13.82%
Sharp 1.69% 1.28%
Beta 0.94% 0.96%
Alpha -1.54% 5.23%

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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
Fund Manage 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 6.08 2.77
Small Cap 5.59 43.71
Mid Cap 25.01 10.07
Large Cap 63.32 43.45

Sector Allocation

Scheme Name

UTI-Transpotation and Logistics Fund-Growth Option

HSBC Business Cycles Fund - Regular Growth

Others 6.01 1.39
Financial 0.9 17.4
Energy 0.1 4.53
Automobile 74.8 2.06
Services 14.01 18.75
Capital Goods 3.3 15.45
Metals & Mining 0.88 5.53
Construction - 17.05
Consumer Staples - 2.06
Chemicals - 2.15
Materials - 7.58
Consumer Discretionary - 4.3
Textiles - 1.75

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