HSBC Equity Savings Fund vs UTI Conservative Hybrid Fund compare
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Fund | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹613 Cr | ₹548 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Aug 2018 | 18 Oct 2011 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Equity Saving | NIFTY Equity Savings TRI |
| Turn Over | 387% | 75% |
| Expense Ratio | 1.65 | 1.51 |
| Manager | V Srivatsa | Mahesh A Chhabria |
| ISIN Code | INF789F1A744 | INF917K01AA5 |
| Exits Load | UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | HSBC Equity Savings Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.26% | -4.46% |
| 6 Month | 0.54% | 2.88% |
| 1 Year | 8.23% | 17.27% |
| 3 Year | 9.81% | 11.95% |
| 5 Year | 10.8% | 12.28% |
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 4.85% | 12.99% |
| 3 Year | 10.75% | 16.07% |
| 5 Year | 11.2% | 14.65% |
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.77% | 8% |
| 3 Year | 10.67% | 9.28% |
| 5 Year | 10.46% | 8.14% |
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.5% | 4.64% |
| Sharp | 0.63% | 1.25% |
| Beta | 0.92% | 0.78% |
| Alpha | 1.86% | 3.82% |
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| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Name | V Srivatsa | Mahesh A Chhabria |
| Total AUM | ₹7921 Cr | ₹15021 Cr |
| Fund Manage | 3 | 9 |
| UTI Conservative Hybrid Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
| Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 33.86 | 60.13 |
| Small Cap | 0.17 | 20.64 |
| Large Cap | 23.09 | 33.11 |
| Mid Cap | 0.68 | 21.48 |
| Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 33.86 | 60.13 |
| Cement & Cement Products | 0.87 | - |
| Telecom - Services | 1.22 | - |
| Petroleum Products | 0.43 | 3.07 |
| IT - Software | 3.22 | 0.58 |
| Personal Products | 0 | - |
| Construction | 0.41 | 0.39 |
| Ferrous Metals | -0.01 | 2.21 |
| Diversified FMCG | 1.26 | - |
| Non - Ferrous Metals | 0.18 | - |
| Banks | 6.31 | 17.77 |
| Pharmaceuticals & Biotechnology | 1.45 | 3.41 |
| Automobiles | 2.12 | - |
| Insurance | 1 | 0.14 |
| Gas | 0.66 | - |
| Diversified Metals | 0.8 | - |
| Oil | 0.38 | - |
| Realty | 0.2 | 3.71 |
| Finance | 1.1 | 2.36 |
| Consumable Fuels | 0.1 | - |
| Minerals & Mining | -0.01 | - |
| Transport Services | 0.8 | 0.5 |
| Power | 1.45 | 0.91 |
| Electrical Equipment | - | 14.07 |
| Capital Markets | - | 4.25 |
| Leisure Services | - | 0.05 |
| Aerospace & Defense | - | 1.83 |
| Consumer Durables | - | 5.87 |
| Financial Technology (Fintech) | - | 1.14 |
| Industrial Products | - | 1.98 |
| Retailing | - | 6.94 |
| Beverages | - | 0.02 |
| Industrial Manufacturing | - | 4.03 |
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