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 | ₹1710 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 | 2.04% | -0.16% |
| 6 Month | 3.54% | 1.26% |
| 1 Year | 6.75% | 4.47% |
| 3 Year | 8.2% | 9.32% |
| 5 Year | 6.38% | 9.3% |
SIP Return Analysis
| Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.67% | 1.42% |
| 1 Year | 6.6% | 6.97% |
| 3 Year | 7.5% | 9.12% |
| 5 Year | 6.76% | 9.1% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.24% | 9.67% |
| 3 Year | 7.27% | 9.43% |
| 5 Year | 7.41% | 9.47% |
Risk Management
| Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.71% | 4.21% |
| Sharp | 0.26% | 0.95% |
| Beta | 1.20% | 0.55% |
| Alpha | -1.54% | 0.88% |
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 | 87.64 | 75.89 |
| Large Cap | 10.61 | 16.48 |
| Mid Cap | 1.75 | 3.97 |
| Small Cap | - | 3.66 |
Sector Allocation
| Scheme Name |
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 87.64 | 75.38 |
| Financial Services | 2.67 | 8.71 |
| Consumer Defensive | 0.88 | 0.8 |
| Consumer Cyclical | 6.67 | 3.42 |
| Technology | 2.14 | 2.53 |
| Energy | - | 1.38 |
| Utilities | - | 0.63 |
| Basic Materials | - | 1.04 |
| Industrials | - | 1.61 |
| Healthcare | - | 2.02 |
| Communication Services | - | 1.87 |
| Real Estate | - | 0.62 |
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