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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) ₹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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