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HSBC Value Fund vs UTI Value Fund compare
HSBC Value Fund - Regular Growth
UTI Value Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| 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) | ₹12849 Cr | ₹9606 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 08 Jan 2010 | 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 | 1.72 | 1.82 |
| Manager | Venugopal Manghat | Amit Kumar Premchandani |
| ISIN Code | INF677K01023 | INF789F01AG5 |
| Exits Load | HSBC Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Value Fund - Regular Growth | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 8.24% | 5.84% |
| 6 Month | -13.26% | -12.06% |
| 1 Year | 7.54% | 15.09% |
| 3 Year | 20.16% | 17.04% |
| 5 Year | 31.56% | 27.22% |
SIP Return Analysis
| Scheme Name | HSBC Value Fund - Regular Growth | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -6.81% | -4.37% |
| 1 Year | -12.32% | -5.13% |
| 3 Year | 19.95% | 18.18% |
| 5 Year | 22.28% | 18.95% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Value Fund - Regular Growth | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13% | 13.34% |
| 3 Year | 19.13% | 13.88% |
| 5 Year | 16.98% | 13.37% |
Risk Management
| Scheme Name | HSBC Value Fund - Regular Growth | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.41% | 12.09% |
| Sharp | 0.746% | 0.65% |
| Beta | 0.998% | 0.94% |
| Alpha | 4.795% | 2.73% |
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Fund Managers
| 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 |
| Funds Managed | 7 | 3 |
| HSBC Value Fund - Regular Growth | UTI Value Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HSBC Value Fund - Regular Growth |
UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 1.96 | 0.94 |
| Large Cap | 42.84 | 67.71 |
| Small Cap | 38.3 | 13.24 |
| Mid Cap | 16.91 | 18.1 |
Sector Allocation
| Scheme Name |
HSBC Value Fund - Regular Growth |
UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 1.47 | 0.57 |
| Energy | 3.01 | 5.65 |
| Technology | 12.9 | 11.65 |
| Industrials | 12.63 | 4.94 |
| Financial Services | 29.68 | 33.72 |
| Basic Materials | 15.28 | 9.82 |
| Healthcare | 1.8 | 7.88 |
| Consumer Cyclical | 8.42 | 11.83 |
| Real Estate | 4.25 | 1.47 |
| Consumer Defensive | 6.39 | 3.37 |
| Communication Services | 2.24 | 6.49 |
| Utilities | 1.91 | 2.6 |
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