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DSP Equity Savings Fund vs UTI Conservative Hybrid Fund compare

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tortoise-icon DSP Equity Savings Fund - Regular Plan - Growth

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tortoise-icon UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹3773 Cr ₹733 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 0.8% 1.75%
6 Month 2.1% 3.57%
1 Year 4.98% 6.69%
3 Year 9.89% 10.67%
5 Year 10.7% 12.04%

SIP Return Analysis

Scheme Name DSP Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month 0.39% 0.64%
1 Year 4.44% 5.04%
3 Year 8.82% 8.36%
5 Year 8.87% 9.27%

Rolling Lumpsum Returns

Scheme Name DSP Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 8.66% 9.18%
3 Year 8.68% 10.57%
5 Year 8.16% 11.08%

Risk Management

Scheme Name DSP Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 3.65% 4.16%
Sharp 0.83% 0.91%
Beta - 0.09%
Alpha - 4.34%

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 34.83 33.93
Large Cap 55.48 63.2
Small Cap 3.65 -
Mid Cap 6.04 2.87

Sector Allocation

Scheme Name

DSP Equity Savings Fund - Regular Plan - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 30.89 28.83
Energy 6.63 4.67
Technology 5.25 6.63
Healthcare 5.88 2.7
Industrials 2.98 3.22
Basic Materials 3.45 9.53
Financial Services 25.71 23.92
Consumer Defensive 3.47 2.08
Consumer Cyclical 6.96 9.19
Real Estate 1.39 3.71
Communication Services 4.17 2.97
Utilities 3.21 2.55

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