UTI Conservative Hybrid Fund vs HDFC Equity Savings Fund compare
HDFC Equity Savings Fund - GROWTH PLAN
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Equity Savings Fund - GROWTH PLAN | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹4611 Cr | ₹382 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹300 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 05 Sep 2004 | 30 Aug 2018 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | CRISIL Equity Saving |
| Turn Over | 27.79% | 387% |
| Expense Ratio | 1.92 | 1.51 |
| Manager | Anil Bamboli | V Srivatsa |
| ISIN Code | INF179K01AM7 | INF789F1A744 |
| Exits Load | Exit load For units in excess of 15% of the investment,1% will be charged for redemption within 1 month./365 | For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months./365 |
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.03% | -1.68% |
| 6 Month | 7.62% | 4.68% |
| 1 Year | 18.35% | 15.36% |
| 3 Year | 11.1% | 10.08% |
| 5 Year | 12.04% | 11.14% |
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.72% | 7.36% |
| 3 Year | 19.76% | 20.43% |
| 5 Year | 36.61% | 36.16% |
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.6% | 10.68% |
| 3 Year | 9.9% | 10.65% |
| 5 Year | 9.43% | 10.44% |
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.68% | 4.5% |
| Sharp | 0.9% | 0.83% |
| Beta | 0.88% | 0.19% |
| Alpha | 1.46% | 2.67% |
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| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Anil Bamboli | V Srivatsa |
| Total AUM | ₹135442 Cr | ₹7921 Cr |
| Fund Manage | 12 | 3 |
| HDFC Equity Savings Fund - GROWTH PLAN | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 32.91 | 33.57 |
| Large Cap | 57.84 | 63.15 |
| Mid Cap | 5.2 | 3.26 |
| Small Cap | 4.05 | - |
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 41.4 | 51.76 |
| Consumer Staples | 1.38 | 1.34 |
| Financial | 19.39 | 8.72 |
| Metals & Mining | 1.1 | 0.88 |
| Energy | 5.12 | 3.4 |
| Materials | 0.93 | 1.07 |
| Communication | 4.26 | 1.5 |
| Healthcare | 3.01 | 0.92 |
| Insurance | 0.24 | 0.45 |
| Construction | 3.45 | 1.08 |
| Automobile | 2.2 | 2.81 |
| Services | 1.7 | 0.97 |
| Consumer Discretionary | 0.23 | - |
| Sovereign | 10.69 | 22.75 |
| Technology | 2.48 | 2.33 |
| Capital Goods | 1.76 | - |
| Chemicals | 0.66 | - |
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