HSBC Business Cycles Fund vs UTI compare

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UTI-Transpotation and Logistics Fund-Growth Option

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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 Risk	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

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	HSBC Business Cycles Fund - Regular Growth
1 Month	-3.11%	-6.78%
6 Month	-16.39%	-13.76%
1 Year	2.36%	7.33%
3 Year	19.83%	17.96%
5 Year	20.63%	17.35%

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	HSBC Business Cycles Fund - Regular Growth
6 Month	-	-
1 Year	-16.17%	-13.01%
3 Year	17.14%	17.5%
5 Year	21.76%	20.7%

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%

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	HSBC Business Cycles Fund - Regular Growth
Standard Deviation	15.812%	15.538%
Sharp	0.9%	0.837%
Beta	-	-
Alpha	-	-

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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

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	HSBC Business Cycles Fund - Regular Growth
Others	4.07	3.65
Small Cap	8.18	45.58
Mid Cap	14.49	11.82
Large Cap	73.25	38.95

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	HSBC Business Cycles Fund - Regular Growth
Others	4.07	3.65
Auto Components	18.94	1.89
Transport Services	8	-
Agricultural, Commercial & Construction Vehicles	2.04	-
Automobiles	57.44	1.14
Industrial Products	0.91	6.38
Transport Infrastructure	5.68	-
Retailing	2.38	6.58
Finance	0.42	5.34
Commercial Services & Supplies	0.11	-
Petroleum Products	-	3.41
Construction	-	13.2
Capital Markets	-	9.22
Banks	-	10.83
Non - Ferrous Metals	-	0.84
Electrical Equipment	-	5.26
Paper, Forest & Jute Products	-	2.12
Aerospace & Defense	-	4.02
Chemicals & Petrochemicals	-	2.67
Gas	-	2.29
Consumer Durables	-	5.85
Ferrous Metals	-	0.82
Leisure Services	-	1.06
Industrial Manufacturing	-	1.92
Cement & Cement Products	-	2.84
Financial Technology (Fintech)	-	3.04
Textiles & Apparels	-	2.92
Fertilizers & Agrochemicals	-	1.51
Realty	-	1.2