BANDHAN Regular Savings Fund vs UTI Conservative Hybrid Fund compare
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹102 Cr | ₹1686 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 25 Feb 2010 | 16 Dec 2003 |
Category | Conservative | Conservative |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 85+15 Conservative Index | NIFTY 50 Hybrid Composite Debt 15:85 |
Turn Over | 78% | 32% |
Expense Ratio | 2.01 | 1.81 |
Manager | Harshal Joshi | Amit Kumar Premchandani |
ISIN Code | INF194K01RW9 | INF789F01893 |
Exits Load | Bandhan Conservative Hybrid Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 | UTI Conservative Hybrid 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 | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.58% | 0.68% |
6 Month | 4.25% | 4.9% |
1 Year | 3.91% | 4.45% |
3 Year | 7.67% | 10.11% |
5 Year | 6.4% | 10.51% |
SIP Return Analysis
Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1% | 1% |
1 Year | 6.1% | 6.85% |
3 Year | 7.49% | 9.46% |
5 Year | 6.65% | 9.28% |
Rolling Lumpsum Returns
Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.31% | 9.76% |
3 Year | 7.23% | 9.39% |
5 Year | 7.44% | 9.45% |
Risk Management
Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 3.69% | 3.77% |
Sharp | 0.18% | 0.76% |
Beta | 1.16% | 1.21% |
Alpha | -1.99% | 0.06% |
Fund Managers
Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Harshal Joshi | Amit Kumar Premchandani |
Total AUM | ₹42965 Cr | ₹13572 Cr |
Funds Managed | 20 | 3 |
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 88.46 | 76.84 |
Large Cap | 9.89 | 15.77 |
Mid Cap | 1.65 | 3.72 |
Small Cap | - | 3.67 |
Sector Allocation
Scheme Name |
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 88.46 | 76.32 |
Financial Services | 2.29 | 7.77 |
Consumer Defensive | 0.93 | 0.57 |
Consumer Cyclical | 6.25 | 3.44 |
Technology | 2.08 | 2.51 |
Energy | - | 1.29 |
Utilities | - | 0.61 |
Basic Materials | - | 1.96 |
Industrials | - | 1.44 |
Healthcare | - | 1.99 |
Communication Services | - | 1.76 |
Real Estate | - | 0.33 |
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