HSBC Business Cycles Fund vs UTI compare
UTI-Transpotation and Logistics Fund-Growth Option
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
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) | ₹2753 Cr | ₹675 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 | 1.98 | 2.41 |
Manager | Sachin Trivedi | Venugopal Manghat |
ISIN Code | INF789F01299 | INF917K01RF8 |
Exits Load | Exit load of 1% if redeemed within 30 days./365 | For units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 |
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Month | 4.52% | 5.42% |
6 Month | 31.39% | 32.94% |
1 Year | 56.65% | 53.93% |
3 Year | 29.84% | 26.59% |
5 Year | 24.21% | 21.11% |
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% |
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 29.03% | 25.98% |
3 Year | 82.61% | 71.34% |
5 Year | 125.14% | 107.95% |
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 14.14% | 13.82% |
Sharp | 1.42% | 1.24% |
Beta | 0.72% | 0.97% |
Alpha | 11.4% | 5.41% |
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Get Free Experts GuidanceScheme 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 |
---|---|---|
Large Cap | 63.32 | 43.45 |
Others | 6.08 | 2.77 |
Mid Cap | 25.01 | 10.07 |
Small Cap | 5.59 | 43.71 |
Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Automobile | 74.8 | 2.06 |
Others | 6.01 | 1.39 |
Services | 14.01 | 18.75 |
Capital Goods | 3.3 | 15.45 |
Metals & Mining | 0.88 | 5.53 |
Financial | 0.9 | 17.4 |
Energy | 0.1 | 4.53 |
Construction | - | 17.05 |
Materials | - | 7.58 |
Consumer Discretionary | - | 4.3 |
Consumer Staples | - | 2.06 |
Textiles | - | 1.75 |
Chemicals | - | 2.15 |
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