BANDHAN Equity Savings Fund vs UTI Conservative Hybrid Fund compare

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tortoise-icon BANDHAN Equity Savings Fund - Regular Plan - Growth

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tortoise-icon UTI Conservative Hybrid 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 BANDHAN Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Fund BANDHAN Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹128 Cr ₹382 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 09 Jun 2008 30 Aug 2018
Category Equity Savings Equity Savings
Fund Type Open Ended
Benchmark CRISIL Equity Saving CRISIL Equity Saving
Turn Over 22% 387%
Expense Ratio 1.37 1.51
Manager Harshal Joshi V Srivatsa
ISIN Code INF194K01581 INF789F1A744
Exits Load Exit Load for units in excess of 10% of the investment,0.25% will be charged for redemption within 7 days./365 For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month -0.16% 0.82%
6 Month 4% 4.88%
1 Year 9.55% 13.04%
3 Year 6.49% 10.6%
5 Year 7.95% 11.12%

SIP Return Analysis

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year - 7.07%
3 Year - 11.53%
5 Year - 11.76%

Rolling Lumpsum Returns

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 6.86% 10.77%
3 Year 7.06% 10.67%
5 Year 6.86% 10.46%

Risk Management

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 2.76% 4.5%
Sharp 0.25% 0.69%
Beta 0.55% 0.92%
Alpha -1.08% 1.72%

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Fund Managers

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Name Harshal Joshi V Srivatsa
Total AUM ₹42965 Cr ₹7921 Cr
Fund Manage 20 3
BANDHAN Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

BANDHAN Equity Savings Fund - Regular Plan - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 29.7 33.86
Large Cap 64.94 23.09
Mid Cap 5.36 0.68
Small Cap - 0.17

Sector Allocation

Scheme Name

BANDHAN Equity Savings Fund - Regular Plan - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 52.61 33.86
Insurance 0.26 1
Technology 2.6 -
Services 0.42 -
Financial 19.33 -
Construction 0.89 0.41
Metals & Mining 0.7 -
Energy 3.16 -
Automobile 1.7 -
Healthcare 0.87 -
Consumer Staples 1.73 -
Chemicals -0.02 -
Sovereign 5.95 -
Materials 0.97 -
Consumer Discretionary 0.3 -
Communication 0.75 -
Unclassified 7.78 -
Cement & Cement Products - 0.87
Telecom - Services - 1.22
Petroleum Products - 0.43
IT - Software - 3.22
Personal Products - 0
Ferrous Metals - -0.01
Diversified FMCG - 1.26
Non - Ferrous Metals - 0.18
Banks - 6.31
Pharmaceuticals & Biotechnology - 1.45
Automobiles - 2.12
Gas - 0.66
Diversified Metals - 0.8
Oil - 0.38
Realty - 0.2
Finance - 1.1
Consumable Fuels - 0.1
Minerals & Mining - -0.01
Transport Services - 0.8
Power - 1.45

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