DSP Equity Savings Fund vs UTI Conservative Hybrid Fund compare
DSP Equity Savings Fund - Regular Plan - Growth
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | DSP Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹3192 Cr | ₹707 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 28 Mar 2016 | 30 Aug 2018 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | CRISIL Equity Saving |
Turn Over | 444% | 387% |
Expense Ratio | 1.32 | 1.64 |
Manager | Kedar Karnik | V Srivatsa |
ISIN Code | INF740KA1439 | INF789F1A744 |
Exits Load | Data not available./365 | UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -0.09% | -1.2% |
6 Month | 4.04% | 3.01% |
1 Year | 6.04% | 3.6% |
3 Year | 10.23% | 10.61% |
5 Year | 11.39% | 11.86% |
SIP Return Analysis
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.14% | 1.61% |
1 Year | 6.93% | 5.43% |
3 Year | 10.81% | 9.92% |
5 Year | 10.15% | 10.34% |
Rolling Lumpsum Returns
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.8% | 9.59% |
3 Year | 8.61% | 10.61% |
5 Year | 8.09% | 11.01% |
Risk Management
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 3.89% | 4.5% |
Sharp | 1.15% | 1.44% |
Beta | - | 0.94% |
Alpha | - | 0.98% |
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Fund Managers
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Kedar Karnik | V Srivatsa |
Total AUM | ₹32997 Cr | ₹7921 Cr |
Funds Managed | 11 | 3 |
DSP Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
DSP Equity Savings Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 33.96 | 35.27 |
Large Cap | 55.42 | 61.69 |
Mid Cap | 6.3 | 3.04 |
Small Cap | 4.32 | - |
Sector Allocation
Scheme Name |
DSP Equity Savings Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 30.13 | 33.75 |
Energy | 7.95 | 5.35 |
Technology | 3.32 | 7.2 |
Healthcare | 5.54 | 2.11 |
Basic Materials | 3.98 | 8.7 |
Consumer Defensive | 2.95 | 1.27 |
Industrials | 3.25 | 2.84 |
Financial Services | 25.58 | 25.04 |
Consumer Cyclical | 8.11 | 7.83 |
Real Estate | 1.43 | - |
Communication Services | 4.38 | 3.52 |
Utilities | 3.39 | 2.4 |
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