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 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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