HSBC Value Fund vs UTI Value Fund compare
HSBC Value Fund - Regular Growth
Invest NowUTI Value Fund- Regular Plan - Growth Option
Invest NowChart Comparison
Scheme Name | HSBC Value Fund - Regular Growth | UTI Value Fund- Regular Plan - Growth Option |
---|---|---|
Fund | HSBC Value Fund - Regular Growth | UTI Value Fund- Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹13359 Cr | ₹9904 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 20 Jan 2013 | 20 Jul 2005 |
Category | Value | Value |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 30% | 28% |
Expense Ratio | 1.73 | 1.8 |
Manager | Venugopal Manghat | Amit Kumar Premchandani |
ISIN Code | INF677K01023 | INF789F01AG5 |
Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 |
Scheme Name | HSBC Value Fund - Regular Growth | UTI Value Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | -2.14% | -4.77% |
6 Month | 15.88% | 17.55% |
1 Year | 41.94% | 39.01% |
3 Year | 21.86% | 16.31% |
5 Year | 24.94% | 21.24% |
Scheme Name | HSBC Value Fund - Regular Growth | UTI Value Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 26.03% | 28.73% |
3 Year | 31.72% | 26.27% |
5 Year | 29.51% | 24.33% |
Scheme Name | HSBC Value Fund - Regular Growth | UTI Value Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 12.72% | 13.04% |
3 Year | 18.93% | 13.72% |
5 Year | 16.67% | 13.31% |
Scheme Name | HSBC Value Fund - Regular Growth | UTI Value Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.39% | 12.09% |
Sharp | 1.4% | 0.83% |
Beta | 0.95% | 0.95% |
Alpha | 6.42% | 2.64% |
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Get Free Experts GuidanceScheme Name | HSBC Value Fund - Regular Growth | UTI Value Fund- Regular Plan - Growth Option |
---|---|---|
Name | Venugopal Manghat | Amit Kumar Premchandani |
Total AUM | ₹41442 Cr | ₹13572 Cr |
Fund Manage | 7 | 3 |
HSBC Value Fund - Regular Growth | UTI Value Fund- Regular Plan - Growth Option |
Scheme Name |
HSBC Value Fund - Regular Growth |
UTI Value Fund- Regular Plan - Growth Option |
---|---|---|
Others | 4.31 | 1 |
Large Cap | 40.01 | 66.06 |
Small Cap | 37.19 | 18.18 |
Mid Cap | 18.49 | 14.74 |
Scheme Name |
HSBC Value Fund - Regular Growth |
UTI Value Fund- Regular Plan - Growth Option |
---|---|---|
Others | 1.15 | 0.47 |
Energy | 7.65 | 8.3 |
Technology | 8.67 | 9.03 |
Construction | 12.25 | 2.5 |
Financial | 24.61 | 28.63 |
Metals & Mining | 8.25 | 5.84 |
Automobile | 6.67 | 7.89 |
Healthcare | 2 | 8.99 |
Services | 3.92 | 5.22 |
Consumer Staples | 5.74 | 3.97 |
Capital Goods | 9.78 | 1.85 |
Chemicals | 1.88 | 1.25 |
Materials | 3.91 | 4.15 |
Communication | 1.87 | 4.23 |
Textiles | 1.65 | 1.36 |
Consumer Discretionary | - | 3.59 |
Insurance | - | 2.71 |
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