UTI Conservative Hybrid Fund vs HDFC Hybrid Debt Fund compare

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tortoise-icon HDFC Hybrid Debt Fund - Growth Plan

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tortoise-icon 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 Hybrid Debt Fund - Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Fund HDFC Hybrid Debt Fund - Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹3231 Cr ₹1617 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 01 Dec 2003 16 Dec 2003
Category Conservative Conservative
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite Debt 15:85 NIFTY 50 Hybrid Composite Debt 15:85
Turn Over 11.39% 32%
Expense Ratio 1.77 1.8
Manager Dhruv Muchhal Amit Kumar Premchandani
ISIN Code INF179K01AE4 INF789F01893
Exits Load Exit load for units in excess of 15% of the investment, 1% will be charged for redemption within 1 year/365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name HDFC Hybrid Debt Fund - Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month 0.87% 1.4%
6 Month 7.28% 9.2%
1 Year 16.56% 16.44%
3 Year 11.09% 10.25%
5 Year 11.51% 10.38%

SIP Return Analysis

Scheme Name HDFC Hybrid Debt Fund - Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.05% 6.96%
3 Year 19.32% 16.61%
5 Year 34.25% 29.93%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Debt Fund - Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 10.13% 9.71%
3 Year 10.51% 9.4%
5 Year 10.06% 9.25%

Risk Management

Scheme Name HDFC Hybrid Debt Fund - Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 3.8% 4.21%
Sharp 1.04% 0.83%
Beta 0.7% 0.78%
Alpha 3.01% 2.48%

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Fund Managers

Scheme Name HDFC Hybrid Debt Fund - Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Name Dhruv Muchhal Amit Kumar Premchandani
Total AUM ₹520687 Cr ₹13572 Cr
Fund Manage 40 3
HDFC Hybrid Debt Fund - Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Hybrid Debt Fund - Growth Plan

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 75.75 75.14
Large Cap 20.12 16.28
Small Cap 2.14 4.67
Mid Cap 1.99 3.92

Sector Allocation

Scheme Name

HDFC Hybrid Debt Fund - Growth Plan

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 75.11 3.75
Petroleum Products 1.66 -
IT - Software 2.23 -
Industrial Manufacturing 0.41 -
Transport Services 0.62 -
Construction 0.86 2.22
Finance 0.67 -
Banks 7.68 -
Realty 0.55 -
Pharmaceuticals & Biotechnology 2.17 -
Aerospace & Defense 0.92 -
Automobiles 1.02 -
Insurance 0.35 0.7
Diversified FMCG 0.72 -
Oil 0.38 -
Industrial Products 0.66 -
Gas 0.36 -
Telecom - Services 1.12 -
Consumable Fuels 0.44 -
Auto Components 0.45 -
Power 1.62 -
Sovereign - 30.82
Financial - 44.03
Energy - 1.74
Technology - 2.33
Consumer Staples - 0.9
Metals & Mining - 1.38
Healthcare - 2.34
Automobile - 1.97
Materials - 1.12
Chemicals - 0.32
Services - 1.3
Consumer Discretionary - 0.98
Capital Goods - 2.74
Textiles - 0.35
Communication - 1.02

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