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) | ₹3501 Cr | ₹714 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 | 0.78% | 1.11% |
6 Month | 5.2% | 5.87% |
1 Year | 4.6% | 3.82% |
3 Year | 10.13% | 10.64% |
5 Year | 10.75% | 11.74% |
SIP Return Analysis
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.13% | 1.27% |
1 Year | 6.01% | 6.12% |
3 Year | 9.86% | 9.28% |
5 Year | 9.46% | 9.81% |
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 | 3.82% | 4.5% |
Sharp | 0.72% | 0.97% |
Beta | - | 0.05% |
Alpha | - | 4.02% |
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 | 36.3 | 34.86 |
Large Cap | 54.14 | 62.4 |
Mid Cap | 5.72 | 2.74 |
Small Cap | 3.84 | - |
Sector Allocation
Scheme Name |
DSP Equity Savings Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 32.36 | 32.18 |
Energy | 6.79 | 4.99 |
Technology | 4.25 | 7.35 |
Healthcare | 6.01 | 2.67 |
Basic Materials | 3.59 | 8.63 |
Consumer Defensive | 2.7 | 1.31 |
Industrials | 3.05 | 3.39 |
Financial Services | 25.73 | 24.88 |
Consumer Cyclical | 7.5 | 7.95 |
Real Estate | 1.29 | 1.28 |
Communication Services | 3.63 | 2.97 |
Utilities | 3.09 | 2.4 |
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