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UTI Aggressive Hybrid Fund vs HSBC Aggressive Hybrid Fund compare

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tortoise-icon UTI Aggressive Hybrid Fund- Regular Plan - Growth

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tortoise-icon HSBC Aggressive Hybrid Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name UTI Aggressive Hybrid Fund- Regular Plan - Growth HSBC Aggressive Hybrid Fund - Regular Growth
Fund UTI Aggressive Hybrid Fund- Regular Plan - Growth HSBC Aggressive Hybrid Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5956 Cr ₹5282 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 25 Mar 2000 07 Feb 2011
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive Index NIFTY 50 Hybrid Composite Debt 65:35
Turn Over 27% 75%
Expense Ratio 1.89 1.85
Manager V Srivatsa Gautam Bhupal
ISIN Code INF789F01323 INF917K01LB0
Exits Load UTI Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 HSBC Aggressive Hybrid 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 UTI Aggressive Hybrid Fund- Regular Plan - Growth HSBC Aggressive Hybrid Fund - Regular Growth
1 Month 3.15% 3.37%
6 Month -6.76% -11.95%
1 Year 8.11% 0.31%
3 Year 13.95% 8.93%
5 Year 24.8% 18.78%

SIP Return Analysis

Scheme Name UTI Aggressive Hybrid Fund- Regular Plan - Growth HSBC Aggressive Hybrid Fund - Regular Growth
6 Month -3.44% -8.41%
1 Year -4.48% -16.03%
3 Year 14.44% 8.88%
5 Year 16.36% 10.69%

Rolling Lumpsum Returns

Scheme Name UTI Aggressive Hybrid Fund- Regular Plan - Growth HSBC Aggressive Hybrid Fund - Regular Growth
1 Year 13.82% 12.07%
3 Year 12.4% 13.3%
5 Year 11.66% 12.45%

Risk Management

Scheme Name UTI Aggressive Hybrid Fund- Regular Plan - Growth HSBC Aggressive Hybrid Fund - Regular Growth
Standard Deviation 9.01% 13.076%
Sharp 0.8% 0.243%
Beta 1.05% 1.201%
Alpha 4.59% -1.847%

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Fund Managers

Scheme Name UTI Aggressive Hybrid Fund- Regular Plan - Growth HSBC Aggressive Hybrid Fund - Regular Growth
Name V Srivatsa Gautam Bhupal
Total AUM ₹7921 Cr ₹25949 Cr
Funds Managed 3 13
UTI Aggressive Hybrid Fund- Regular Plan - Growth HSBC Aggressive Hybrid Fund - Regular Growth

Market Cap

Scheme Name

UTI Aggressive Hybrid Fund- Regular Plan - Growth

HSBC Aggressive Hybrid Fund - Regular Growth

Others 32.44 24.62
Large Cap 44.44 36.45
Mid Cap 13.21 21.87
Small Cap 9.73 17.06

Sector Allocation

Scheme Name

UTI Aggressive Hybrid Fund- Regular Plan - Growth

HSBC Aggressive Hybrid Fund - Regular Growth

Others 32.44 24.62
Telecom - Services 3.84 -
Petroleum Products 2.01 -
IT - Software 6.73 -
Cement & Cement Products 1.07 -
Transport Services 2.54 -
Construction 1.62 -
Textiles & Apparels 1.47 -
Pharmaceuticals & Biotechnology 4.02 -
Banks 17.15 -
Insurance 1.55 -
Automobiles 4.56 -
Gas 0.04 -
Diversified FMCG 2.97 -
Fertilizers & Agrochemicals 0.67 -
Diversified Metals 2.05 -
Realty 1.32 -
Oil 1.42 -
Ferrous Metals 0.56 -
Personal Products 1.02 -
Capital Markets 1.08 -
Consumer Durables 0.67 -
Other Consumer Services 0.7 -
Industrial Products 0.27 -
Auto Components 0.57 -
Chemicals & Petrochemicals 0.52 -
Minerals & Mining 0.55 -
Finance 3 -
Entertainment 0.42 -
Power 1.53 -
Paper, Forest & Jute Products 0.62 -
Retailing 0.22 -
Leisure Services 0.62 -
Energy - 0.14
Industrials - 23.24
Technology - 12.19
Consumer Defensive - 0.98
Financial Services - 15.68
Consumer Cyclical - 13.51
Healthcare - 1.64
Utilities - 3.48
Real Estate - 3.81
Communication Services - 0.53
Basic Materials - 0.2

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