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UTI Value Fund vs HSBC Value Fund compare

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tortoise-icon HSBC Value Fund - Regular Growth

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tortoise-icon UTI Value Fund- Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name HSBC Value Fund - Regular Growth UTI Value Fund- Regular Plan - Growth Option
Fund HSBC Value Fund - Regular Growth UTI Value Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹12849 Cr ₹9606 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 08 Jan 2010 20 Jul 2005
Category Value Value
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 30% 28%
Expense Ratio 1.72 1.82
Manager Venugopal Manghat Amit Kumar Premchandani
ISIN Code INF677K01023 INF789F01AG5
Exits Load HSBC Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 UTI Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HSBC Value Fund - Regular Growth UTI Value Fund- Regular Plan - Growth Option
1 Month 8.71% 4.76%
6 Month -8.62% -8.84%
1 Year 9.03% 13.77%
3 Year 19.82% 16.18%
5 Year 29.86% 24.69%

SIP Return Analysis

Scheme Name HSBC Value Fund - Regular Growth UTI Value Fund- Regular Plan - Growth Option
6 Month -0.64% -1.04%
1 Year -6.13% -4.34%
3 Year 21.25% 17.97%
5 Year 22.66% 18.53%

Rolling Lumpsum Returns

Scheme Name HSBC Value Fund - Regular Growth UTI Value Fund- Regular Plan - Growth Option
1 Year 13% 13.34%
3 Year 19.13% 13.88%
5 Year 16.98% 13.37%

Risk Management

Scheme Name HSBC Value Fund - Regular Growth UTI Value Fund- Regular Plan - Growth Option
Standard Deviation 15.41% 12.09%
Sharp 0.746% 0.64%
Beta 0.998% 0.93%
Alpha 4.795% 2.62%

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Fund Managers

Scheme Name HSBC Value Fund - Regular Growth UTI Value Fund- Regular Plan - Growth Option
Name Venugopal Manghat Amit Kumar Premchandani
Total AUM ₹41442 Cr ₹13572 Cr
Funds Managed 7 3
HSBC Value Fund - Regular Growth UTI Value Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

HSBC Value Fund - Regular Growth

UTI Value Fund- Regular Plan - Growth Option

Others 1.96 0.94
Large Cap 42.84 67.71
Small Cap 38.3 13.24
Mid Cap 16.91 18.1

Sector Allocation

Scheme Name

HSBC Value Fund - Regular Growth

UTI Value Fund- Regular Plan - Growth Option

Others 1.47 0.57
Energy 3.01 5.65
Technology 12.9 11.65
Industrials 12.63 4.94
Financial Services 29.68 33.72
Basic Materials 15.28 9.82
Healthcare 1.8 7.88
Consumer Cyclical 8.42 11.83
Real Estate 4.25 1.47
Consumer Defensive 6.39 3.37
Communication Services 2.24 6.49
Utilities 1.91 2.6

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