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) | ₹3478 Cr | ₹995 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Jul 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 | 1.93 | 2.28 |
| Manager | Sachin Trivedi | Venugopal Manghat |
| ISIN Code | INF789F01299 | INF917K01RF8 |
| Exits Load | UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | HSBC Business Cycles Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.8% | 4.95% |
| 6 Month | -10.71% | 5.65% |
| 1 Year | 20.42% | 36.45% |
| 3 Year | 24.38% | 24.51% |
| 5 Year | 21.76% | 22.91% |
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 0.97% | 27.72% |
| 3 Year | 24.38% | 31.6% |
| 5 Year | 25.73% | 28.67% |
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.71% | 11.86% |
| 3 Year | 15.14% | 11.87% |
| 5 Year | 14.74% | 9.57% |
| 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 | 4.07 | 2.77 |
| Small Cap | 8.18 | 43.71 |
| Mid Cap | 14.49 | 10.07 |
| Large Cap | 73.25 | 43.45 |
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 4.07 | 1.39 |
| Auto Components | 18.94 | - |
| Transport Services | 8 | - |
| Agricultural, Commercial & Construction Vehicles | 2.04 | - |
| Automobiles | 57.44 | - |
| Industrial Products | 0.91 | - |
| Transport Infrastructure | 5.68 | - |
| Retailing | 2.38 | - |
| Finance | 0.42 | - |
| Commercial Services & Supplies | 0.11 | - |
| Energy | - | 4.53 |
| Capital Goods | - | 15.45 |
| Construction | - | 17.05 |
| Financial | - | 17.4 |
| Metals & Mining | - | 5.53 |
| Consumer Staples | - | 2.06 |
| Chemicals | - | 2.15 |
| Automobile | - | 2.06 |
| Services | - | 18.75 |
| Materials | - | 7.58 |
| Consumer Discretionary | - | 4.3 |
| Textiles | - | 1.75 |
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