UTI Conservative Hybrid Fund vs HSBC Equity Savings Fund compare
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
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) | ₹650 Cr | ₹646 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 Aug 2018 | 18 Oct 2011 |
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 | 1.64 | 1.51 |
Manager | V Srivatsa | Mahesh A Chhabria |
ISIN Code | INF789F1A744 | INF917K01AA5 |
Exits Load | UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | HSBC Equity Savings Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Month | 3% | 3.31% |
6 Month | 1.51% | -5.02% |
1 Year | 8.24% | 7.98% |
3 Year | 10.42% | 10.65% |
5 Year | 13.1% | 14.5% |
SIP Return Analysis
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
6 Month | 2.3% | -2.19% |
1 Year | 5.77% | -2.75% |
3 Year | 10.92% | 11.46% |
5 Year | 11.03% | 11.65% |
Rolling Lumpsum Returns
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Year | 10.67% | 8.17% |
3 Year | 10.51% | 9.36% |
5 Year | 10.63% | 8.3% |
Risk Management
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Standard Deviation | 4.5% | 7.536% |
Sharp | 0.58% | 0.463% |
Beta | 0.93% | - |
Alpha | 1.5% | - |
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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 |
Funds Managed | 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 | 33.21 | 30.31 |
Large Cap | 62.93 | 30.87 |
Mid Cap | 3.86 | 27.88 |
Small Cap | - | 10.93 |
Sector Allocation
Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 32.7 | 30.31 |
Communication Services | 3.53 | - |
Energy | 3.63 | 2.24 |
Technology | 7.79 | 6.08 |
Consumer Defensive | 2.03 | 0.02 |
Industrials | 2.32 | 11.69 |
Basic Materials | 8.43 | 1.25 |
Financial Services | 24.76 | 35.89 |
Healthcare | 2.31 | 1.82 |
Consumer Cyclical | 9.63 | 9.62 |
Utilities | 2.34 | 1.03 |
Real Estate | 0.53 | 0.04 |
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