UTI Conservative Hybrid Fund vs HDFC Hybrid Debt Fund compare
HDFC Hybrid Debt Fund - Growth Plan
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹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 | 2.98% | 2.64% |
6 Month | 0.28% | -0.44% |
1 Year | 7.99% | 10.21% |
3 Year | 10.2% | 8.96% |
5 Year | 12.55% | 12.26% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Debt Fund - Growth Plan | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.27% | 0.98% |
1 Year | 4.71% | 5.42% |
3 Year | 10.59% | 10.24% |
5 Year | 10.75% | 10.09% |
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 | 4.05% | 4.158% |
Sharp | 0.73% | 0.455% |
Beta | 1.125% | 1.159% |
Alpha | 1.862% | 0.778% |
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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 |
Funds Managed | 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 | 80.2 | 78.71 |
Large Cap | 16.94 | 14.48 |
Small Cap | 1.48 | 2.92 |
Mid Cap | 1.38 | 3.88 |
Sector Allocation
Scheme Name |
HDFC Hybrid Debt Fund - Growth Plan |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 80.07 | 78.71 |
Energy | 1.83 | 1.23 |
Technology | 2.28 | 2.49 |
Industrials | 1.7 | 1.1 |
Financial Services | 7.8 | 7.2 |
Healthcare | 2.11 | 1.67 |
Consumer Cyclical | 1.43 | 2.55 |
Consumer Defensive | 0.69 | 0.75 |
Communication Services | 0.84 | 1.33 |
Utilities | 1.1 | 0.56 |
Basic Materials | 0.15 | 2.1 |
Real Estate | - | 0.32 |
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