Overview

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Fund	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderate	Moderately High
Asset Size (Cr)	₹687 Cr	₹249 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	30 Aug 2018	29 Jul 2019
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Equity Saving	NIFTY Equity Savings TRI
Turn Over	387%	486%
Expense Ratio	1.64	2.48
Manager	V Srivatsa	Miten Vora
ISIN Code	INF789F1A744	INF955L01II9
Exits Load	UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
1 Month	0.42%	1.24%
6 Month	2.47%	1.73%
1 Year	6.54%	7.49%
3 Year	12.24%	11.62%
5 Year	12.77%	9.47%

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
6 Month	2.93%	4.29%
1 Year	6.51%	7.85%
3 Year	10.48%	10.51%
5 Year	10.65%	9.32%

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
1 Year	10.08%	9.44%
3 Year	10.5%	8.05%
5 Year	10.87%	9.29%

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Standard Deviation	4.26%	4.909%
Sharp	1.21%	0.464%
Beta	0.78%	-
Alpha	1.67%	-

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Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Name	V Srivatsa	Miten Vora
Total AUM	₹7921 Cr	₹6478 Cr
Funds Managed	3	6
	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Others	31.68	31.01
Large Cap	29.9	53.66
Mid Cap	1.01	8.91
Small Cap	-	6.42

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Others	31.68	29.93
Telecom - Services	1.73	-
Petroleum Products	1.51	-
IT - Software	2.73	-
Personal Products	0	-
Construction	0.44	-
Ferrous Metals	0	-
Diversified FMCG	1.22	-
Non - Ferrous Metals	0.23	-
Banks	7.36	-
Cement & Cement Products	1.51	-
Pharmaceuticals & Biotechnology	1.89	-
Automobiles	4.15	-
Insurance	0.65	-
Diversified Metals	0.91	-
Oil	0.86	-
Realty	0.3	-
Finance	1.45	-
Consumable Fuels	0.66	-
Minerals & Mining	0	-
Transport Services	1.41	-
Power	1.9	-
Energy	-	5.99
Technology	-	6.16
Industrials	-	8.08
Consumer Cyclical	-	9.85
Healthcare	-	3.53
Basic Materials	-	5.74
Financial Services	-	19.19
Consumer Defensive	-	2.86
Utilities	-	4.9
Real Estate	-	1.95
Communication Services	-	1.83