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 | -3.33% | -8.86% |
| 6 Month | -11.72% | -3.84% |
| 1 Year | 12.78% | 21.33% |
| 3 Year | 20.39% | 18.89% |
| 5 Year | 20.12% | 19.59% |
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -4.59% | 7.65% |
| 3 Year | 22.24% | 25.3% |
| 5 Year | 24.35% | 24.99% |
| 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 | 3.42 |
| Small Cap | 8.18 | 46.28 |
| Mid Cap | 14.49 | 10.51 |
| Large Cap | 73.25 | 39.79 |
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 4.07 | 3.42 |
| Auto Components | 18.94 | 2.09 |
| Transport Services | 8 | - |
| Agricultural, Commercial & Construction Vehicles | 2.04 | - |
| Automobiles | 57.44 | 1.2 |
| Industrial Products | 0.91 | 6.76 |
| Transport Infrastructure | 5.68 | - |
| Retailing | 2.38 | 6.73 |
| Finance | 0.42 | 5.68 |
| Commercial Services & Supplies | 0.11 | - |
| Petroleum Products | - | 3.69 |
| Construction | - | 13.49 |
| Banks | - | 11.28 |
| Non - Ferrous Metals | - | 0.93 |
| Electrical Equipment | - | 5.31 |
| Paper, Forest & Jute Products | - | 2.36 |
| Chemicals & Petrochemicals | - | 2.79 |
| Capital Markets | - | 7.84 |
| Gas | - | 2.58 |
| Consumer Durables | - | 5.35 |
| Ferrous Metals | - | 0.81 |
| Leisure Services | - | 0.98 |
| Aerospace & Defense | - | 3.03 |
| Industrial Manufacturing | - | 2.2 |
| Cement & Cement Products | - | 3.1 |
| Financial Technology (Fintech) | - | 2.78 |
| Fertilizers & Agrochemicals | - | 1.67 |
| Realty | - | 1.65 |
| Textiles & Apparels | - | 2.28 |
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