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 | ₹1703 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 | -0.91% | -1.05% |
| 6 Month | 1.44% | 0.15% |
| 1 Year | 5.95% | 5.68% |
| 3 Year | 7.88% | 9.34% |
| 5 Year | 5.82% | 8.76% |
SIP Return Analysis
| Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.27% | -0.46% |
| 1 Year | 3.14% | 1.79% |
| 3 Year | 6.3% | 7.28% |
| 5 Year | 6.19% | 8.1% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.21% | 9.63% |
| 3 Year | 7.3% | 9.43% |
| 5 Year | 7.38% | 9.46% |
Risk Management
| Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.36% | 4.21% |
| Sharp | 0.56% | 0.95% |
| Beta | 0.85% | 0.55% |
| Alpha | -1.11% | 0.71% |
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 | 88.61 | 75.92 |
| Large Cap | 9.85 | 16.42 |
| Mid Cap | 1.54 | 4.04 |
| Small Cap | - | 3.61 |
Sector Allocation
| Scheme Name |
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 88.61 | 75.42 |
| Financial Services | 2.13 | 8.71 |
| Consumer Defensive | 0 | 0.8 |
| Consumer Cyclical | 7.04 | 3.41 |
| Technology | 2.22 | 2.5 |
| Energy | - | 1.41 |
| Utilities | - | 0.61 |
| Basic Materials | - | 1.03 |
| Industrials | - | 1.63 |
| Healthcare | - | 1.99 |
| Communication Services | - | 1.85 |
| Real Estate | - | 0.64 |
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