HSBC Business Cycles Fund vs UTI compare

UTI-Transpotation and Logistics Fund-Growth Option

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HSBC Business Cycles Fund - Regular Growth

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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)	₹3478 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	1.93	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	-0.8%	4.95%
6 Month	-10.71%	5.65%
1 Year	20.42%	36.45%
3 Year	24.38%	24.51%
5 Year	21.76%	22.91%

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	HSBC Business Cycles Fund - Regular Growth
6 Month	-	-
1 Year	0.97%	27.72%
3 Year	24.38%	31.6%
5 Year	25.73%	28.67%

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	HSBC Business Cycles Fund - Regular Growth
1 Year	13.71%	11.86%
3 Year	15.14%	11.87%
5 Year	14.74%	9.57%

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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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	2.77
Small Cap	8.18	43.71
Mid Cap	14.49	10.07
Large Cap	73.25	43.45

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	HSBC Business Cycles Fund - Regular Growth
Others	4.07	1.39
Auto Components	18.94	-
Transport Services	8	-
Agricultural, Commercial & Construction Vehicles	2.04	-
Automobiles	57.44	-
Industrial Products	0.91	-
Transport Infrastructure	5.68	-
Retailing	2.38	-
Finance	0.42	-
Commercial Services & Supplies	0.11	-
Energy	-	4.53
Capital Goods	-	15.45
Construction	-	17.05
Financial	-	17.4
Metals & Mining	-	5.53
Consumer Staples	-	2.06
Chemicals	-	2.15
Automobile	-	2.06
Services	-	18.75
Materials	-	7.58
Consumer Discretionary	-	4.3
Textiles	-	1.75