HSBC Value Fund vs UTI Value Fund compare
HSBC Value Fund - Regular Growth
UTI Value Fund- Regular Plan - Growth Option
Chart 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 | -6.15% | -6.46% |
| 6 Month | 6.13% | 12.29% |
| 1 Year | 33.27% | 33.97% |
| 3 Year | 21.29% | 16.26% |
| 5 Year | 23.85% | 20.53% |
| 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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| Scheme 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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