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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 Risk Moderately High Risk
Asset Size (Cr) ₹3293 Cr ₹1633 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 26 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 1.81
Manager Dhruv Muchhal Amit Kumar Premchandani
ISIN Code INF179K01AE4 INF789F01893
Exits Load HDFC Hybrid Debt Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 UTI Conservative 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 HDFC Hybrid Debt Fund - Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month -0.41% -0.1%
6 Month -0.38% 0.26%
1 Year 6.45% 8.95%
3 Year 9.62% 8.5%
5 Year 10.18% 10.18%

SIP Return Analysis

Scheme Name HDFC Hybrid Debt Fund - Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3% 5%
3 Year 9.82% 9.62%
5 Year 10.43% 9.95%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Debt Fund - Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 10.2% 9.83%
3 Year 10.46% 9.34%
5 Year 10.1% 9.33%

Risk Management

Scheme Name HDFC Hybrid Debt Fund - Growth Plan UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 3.954% 4.074%
Sharp 0.82% 0.531%
Beta 1.102% 1.146%
Alpha 1.671% 0.554%

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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 77.29 76.58
Large Cap 18.49 14.97
Small Cap 2.04 4.21
Mid Cap 2.18 4.19

Sector Allocation

Scheme Name

HDFC Hybrid Debt Fund - Growth Plan

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 77.29 76.58
Petroleum Products 1.26 0.63
IT - Software 2.33 2.62
Industrial Manufacturing 0.43 -
Transport Services 0.49 0.37
Construction 0.85 0.18
Finance 0.54 0.35
Banks 7.21 6.18
Realty 0.6 0.32
Pharmaceuticals & Biotechnology 2.44 1.78
Aerospace & Defense 0.32 0.24
Automobiles 0.66 1.1
Insurance 0.37 0.7
Diversified FMCG 0.81 0.24
Oil 0.32 -
Industrial Products 0.55 0.19
Gas 0.35 0.2
Telecom - Services 0.97 0.88
Consumable Fuels 0.34 0.37
Auto Components 0.38 0.31
Power 1.39 0.56
Paper, Forest & Jute Products 0.1 -
Cement & Cement Products - 0.62
Personal Products - 0.48
Ferrous Metals - 0.55
Textiles & Apparels - 0.17
Non - Ferrous Metals - 0.5
Healthcare Services - 0.53
Consumer Durables - 0.9
Electrical Equipment - 0.1
Fertilizers & Agrochemicals - 0.28
Entertainment - 0.29
Agricultural Food & other Products - 0.21
Capital Markets - 0.34
Minerals & Mining - 0.24
Retailing - 0.56
Leisure Services - 0.16
Transport Infrastructure - 0.22

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