UTI vs HSBC Business Cycles Fund compare
UTI-Transpotation and Logistics Fund-Growth Option
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Fund | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3435 Cr | ₹925 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Aug 2005 | 20 Aug 2014 |
| Category | Thematic Transportation | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Transportation & Logistics TRI | NIFTY 500 TRI |
| Turn Over | 14% | 28% |
| Expense Ratio | 1.91 | 2.35 |
| Manager | Sachin Trivedi | Venugopal Manghat |
| ISIN Code | INF789F01299 | INF917K01RF8 |
| Exits Load | Exit load of 1% if redeemed within 30 days./365 | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 |
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.51% | 2.75% |
| 6 Month | 23.56% | 25.5% |
| 1 Year | 57.19% | 53.88% |
| 3 Year | 33.46% | 26.31% |
| 5 Year | 27.76% | 24.78% |
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 29.95% | 24.49% |
| 3 Year | 70.77% | 54.47% |
| 5 Year | 121.33% | 97.18% |
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 29.03% | 25.98% |
| 3 Year | 82.61% | 71.34% |
| 5 Year | 125.14% | 107.95% |
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 14.14% | 13.82% |
| Sharp | 1.69% | 1.28% |
| Beta | 0.94% | 0.96% |
| Alpha | -1.54% | 5.23% |
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| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Name | Sachin Trivedi | Venugopal Manghat |
| Total AUM | ₹7301 Cr | ₹41442 Cr |
| Fund Manage | 3 | 7 |
| UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 6.08 | 2.77 |
| Small Cap | 5.59 | 43.71 |
| Mid Cap | 25.01 | 10.07 |
| Large Cap | 63.32 | 43.45 |
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 6.01 | 1.39 |
| Financial | 0.9 | 17.4 |
| Energy | 0.1 | 4.53 |
| Automobile | 74.8 | 2.06 |
| Services | 14.01 | 18.75 |
| Capital Goods | 3.3 | 15.45 |
| Metals & Mining | 0.88 | 5.53 |
| Construction | - | 17.05 |
| Consumer Staples | - | 2.06 |
| Chemicals | - | 2.15 |
| Materials | - | 7.58 |
| Consumer Discretionary | - | 4.3 |
| Textiles | - | 1.75 |
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