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) | ₹382 Cr | ₹341 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Aug 2018 | 01 Jan 2013 |
| 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 | 1.51 | 1.51 |
| Manager | V Srivatsa | Mahesh A Chhabria |
| ISIN Code | INF789F1A744 | INF917K01AA5 |
| Exits Load | For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months./365 | Exit load for units in excess of 0.50% of the investment,1% will be charged for redemption within 1 month./365 |
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.52% | 1.3% |
| 6 Month | 6.88% | 14.29% |
| 1 Year | 16.3% | 26.28% |
| 3 Year | 11.04% | 13.31% |
| 5 Year | 11.81% | 13.7% |
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.36% | 11.7% |
| 3 Year | 20.43% | 25.45% |
| 5 Year | 36.16% | 42.82% |
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.45% | 13.35% |
| 3 Year | 28.46% | 33.28% |
| 5 Year | 37.42% | 46.54% |
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.5% | 4.64% |
| Sharp | 1.05% | 1.25% |
| Beta | 0.88% | 0.78% |
| Alpha | 1.96% | 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 | 33.57 | 31.55 |
| Large Cap | 63.15 | 30.66 |
| Mid Cap | 3.26 | 18.54 |
| Small Cap | - | 19.25 |
| Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 51.76 | 1.65 |
| Sovereign | 22.75 | 13.5 |
| Technology | 2.33 | 3.27 |
| Materials | 1.07 | 2.54 |
| Financial | 8.72 | 20.73 |
| Automobile | 2.81 | 0.09 |
| Energy | 3.4 | 0.72 |
| Metals & Mining | 0.88 | 6.34 |
| Insurance | 0.45 | - |
| Consumer Staples | 1.34 | 4.31 |
| Construction | 1.08 | 8.61 |
| Communication | 1.5 | 0.35 |
| Services | 0.97 | 9.17 |
| Healthcare | 0.92 | 0.15 |
| Capital Goods | - | 23.15 |
| Chemicals | - | 2.13 |
| Consumer Discretionary | - | 3.29 |
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