UTI Conservative Hybrid Fund vs HDFC Equity Savings Fund compare

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HDFC Equity Savings Fund - GROWTH PLAN

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UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

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

Overview

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 Risk	Moderate Risk
Asset Size (Cr)	₹5584 Cr	₹650 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹300	₹500
Min Addl Investment	₹100	₹1000
Launch Date	17 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	1.89	1.64
Manager	Anil Bamboli	V Srivatsa
ISIN Code	INF179K01AM7	INF789F1A744
Exits Load	HDFC Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365	UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month	-0.79%	0.16%
6 Month	-1.91%	-0.18%
1 Year	5.03%	6.89%
3 Year	9.23%	9.98%
5 Year	10.64%	10.92%

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	0.59%	3.43%
3 Year	9.21%	10.29%
5 Year	10.55%	10.94%

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year	8.6%	10.67%
3 Year	9.9%	10.51%
5 Year	9.44%	10.63%

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	4.871%	4.5%
Sharp	0.573%	0.66%
Beta	-	0.95%
Alpha	-	1.2%

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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	65.48	33.86
Large Cap	57.55	23.09
Mid Cap	5.1	0.68
Small Cap	5.25	0.17

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	65.48	33.86
Petroleum Products	2.86	0.43
IT - Software	3.63	3.22
Construction	1.99	0.41
Finance	1.26	1.1
Ferrous Metals	2.22	-0.01
Diversified FMCG	2.02	1.26
Non - Ferrous Metals	0.53	0.18
Banks	19.19	6.31
Realty	1.57	0.2
Pharmaceuticals & Biotechnology	4.99	1.45
Automobiles	7.11	2.12
Aerospace & Defense	0.39	-
Cement & Cement Products	0.32	0.87
Fertilizers & Agrochemicals	0.57	-
Power	3.39	1.45
Insurance	1.72	1
Entertainment	0.2	-
Agricultural Food & other Products	0.02	-
Agricultural, Commercial & Construction Vehicles	1.08	-
Oil	0.32	0.38
Consumer Durables	3.02	-
Telecom - Services	1.67	1.22
Auto Components	0.74	-
Healthcare Services	0.52	-
Chemicals & Petrochemicals	0.18	-
Transport Infrastructure	2.52	-
Consumable Fuels	0.41	0.1
Paper, Forest & Jute Products	0.25	-
Beverages	3.21	-
Personal Products	-	0
Gas	-	0.66
Diversified Metals	-	0.8
Minerals & Mining	-	-0.01
Transport Services	-	0.8