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 | 0.76% | 0.55% |
| 6 Month | 1.84% | 1.82% |
| 1 Year | 5.06% | 5.12% |
| 3 Year | 7.6% | 9.45% |
| 5 Year | 6.18% | 9.48% |
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 | 3.72% | 4.21% |
| Sharp | 0.26% | 0.95% |
| Beta | 1.17% | 0.55% |
| Alpha | -1.86% | 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 | 87.74 | 75.62 |
| Large Cap | 10.6 | 16.07 |
| Mid Cap | 1.66 | 4.45 |
| Small Cap | - | 3.87 |
Sector Allocation
| Scheme Name |
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 87.74 | 75.62 |
| Financial Services | 2.65 | - |
| Consumer Defensive | 0.86 | - |
| Consumer Cyclical | 6.63 | - |
| Technology | 2.12 | - |
| Petroleum Products | - | 1.01 |
| Gas | - | 0.23 |
| IT - Software | - | 2.39 |
| Retailing | - | 0.75 |
| Cement & Cement Products | - | 0.3 |
| Personal Products | - | 0.55 |
| Transport Services | - | 0.33 |
| Textiles & Apparels | - | 0.11 |
| Non - Ferrous Metals | - | 0.51 |
| Banks | - | 7.08 |
| Pharmaceuticals & Biotechnology | - | 1.33 |
| Healthcare Services | - | 0.64 |
| Automobiles | - | 1.97 |
| Electrical Equipment | - | 0.04 |
| Ferrous Metals | - | 0.34 |
| Consumer Durables | - | 0.82 |
| Consumer Services | - | 0.17 |
| Entertainment | - | 0.25 |
| Construction | - | 0.23 |
| Realty | - | 0.54 |
| Industrial Products | - | 0.21 |
| Aerospace & Defense | - | 0.29 |
| Telecom - Services | - | 1.11 |
| Capital Markets | - | 0.24 |
| Consumable Fuels | - | 0.35 |
| Fertilizers & Agrochemicals | - | 0.23 |
| Insurance | - | 0.64 |
| Power | - | 0.42 |
| Finance | - | 0.39 |
| Auto Components | - | 0.26 |
| Paper, Forest & Jute Products | - | 0.21 |
| Leisure Services | - | 0.27 |
| Transport Infrastructure | - | 0.18 |
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