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UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Chart Comparison
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) | ₹794 Cr | ₹281 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹250 |
| 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 | 0.69% | -0.09% |
| 6 Month | 3.91% | 3.13% |
| 1 Year | 7.33% | 5.54% |
| 3 Year | 10.73% | 10.06% |
| 5 Year | 10.65% | 8.09% |
SIP Return Analysis
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.9% | 2.22% |
| 1 Year | 10.2% | 10.37% |
| 3 Year | 9.75% | 9.78% |
| 5 Year | 10.03% | 9.23% |
Rolling Lumpsum Returns
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.41% | 8.77% |
| 3 Year | 10.61% | 8.35% |
| 5 Year | 11.12% | 9.06% |
Risk Management
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.5% | 5.00% |
| Sharp | 1.09% | 0.65% |
| Beta | 0.99% | - |
| Alpha | 0.77% | - |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 35.58 | 36.42 |
| Large Cap | 61.39 | 47.54 |
| Mid Cap | 3.03 | 11.74 |
| Small Cap | - | 4.3 |
Sector Allocation
| Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 28.43 | 29.94 |
| Communication Services | 2.86 | 3.97 |
| Energy | 5.07 | 3.85 |
| Technology | 6.4 | 5.03 |
| Consumer Defensive | 1.82 | 1.84 |
| Industrials | 4.9 | 8.61 |
| Basic Materials | 7.67 | 7.23 |
| Financial Services | 25.59 | 20.09 |
| Real Estate | 3.64 | 4.38 |
| Healthcare | 2.21 | 3.1 |
| Consumer Cyclical | 9.19 | 7.31 |
| Utilities | 2.22 | 4.66 |
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