UTI Conservative Hybrid Fund vs HSBC Equity Savings Fund compare

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tortoise-icon UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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tortoise-icon HSBC Equity Savings Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option HSBC Equity Savings Fund - Regular Growth
Fund UTI Conservative Hybrid Fund - Regular Plan - Growth Option HSBC Equity Savings Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹382 Cr ₹341 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Aug 2018 01 Jan 2013
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark CRISIL Equity Saving NIFTY Equity Savings TRI
Turn Over 387% 75%
Expense Ratio 1.51 1.51
Manager V Srivatsa Mahesh A Chhabria
ISIN Code INF789F1A744 INF917K01AA5
Exits Load For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months./365 Exit load for units in excess of 0.50% of the investment,1% will be charged for redemption within 1 month./365

Trailing Lumpsum Returns

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option HSBC Equity Savings Fund - Regular Growth
1 Month -1.68% 1.3%
6 Month 4.68% 14.29%
1 Year 15.36% 26.28%
3 Year 10.08% 13.31%
5 Year 11.14% 13.7%

SIP Return Analysis

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option HSBC Equity Savings Fund - Regular Growth
6 Month - -
1 Year 7.36% 11.7%
3 Year 20.43% 25.45%
5 Year 36.16% 42.82%

Rolling Lumpsum Returns

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option HSBC Equity Savings Fund - Regular Growth
1 Year 10.68% 8.02%
3 Year 10.65% 9.31%
5 Year 10.44% 8.17%

Risk Management

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option HSBC Equity Savings Fund - Regular Growth
Standard Deviation 4.5% 4.64%
Sharp 0.83% 1.25%
Beta 0.19% 0.78%
Alpha 2.67% 3.82%

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Fund Managers

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option HSBC Equity Savings Fund - Regular Growth
Name V Srivatsa Mahesh A Chhabria
Total AUM ₹7921 Cr ₹15021 Cr
Fund Manage 3 9
UTI Conservative Hybrid Fund - Regular Plan - Growth Option HSBC Equity Savings Fund - Regular Growth

Market Cap

Scheme Name

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

HSBC Equity Savings Fund - Regular Growth

Others 33.57 31.55
Large Cap 63.15 30.66
Mid Cap 3.26 18.54
Small Cap - 19.25

Sector Allocation

Scheme Name

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

HSBC Equity Savings Fund - Regular Growth

Others 51.76 1.65
Construction 1.08 8.61
Materials 1.07 2.54
Consumer Staples 1.34 4.31
Healthcare 0.92 0.15
Energy 3.4 0.72
Technology 2.33 3.27
Automobile 2.81 0.09
Financial 8.72 20.73
Metals & Mining 0.88 6.34
Insurance 0.45 -
Sovereign 22.75 13.5
Communication 1.5 0.35
Services 0.97 9.17
Capital Goods - 23.15
Chemicals - 2.13
Consumer Discretionary - 3.29

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