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Edelweiss Equity Savings Fund vs UTI Conservative Hybrid Fund compare

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

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tortoise-icon Edelweiss Equity Savings 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 UTI Conservative Hybrid Fund - Regular Plan - Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Fund UTI Conservative Hybrid Fund - Regular Plan - Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Risk Moderate Risk
Asset Size (Cr) ₹650 Cr ₹572 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 30 Aug 2018 13 Oct 2014
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark CRISIL Equity Saving NIFTY Equity Savings TRI
Turn Over 387% 87%
Expense Ratio 1.64 1.6
Manager V Srivatsa Dhawal Dalal
ISIN Code INF789F1A744 INF843K01KG9
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 Data not available./365

Trailing Lumpsum Returns

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Month 0.16% -0.82%
6 Month 0.19% 1.3%
1 Year 7.14% 8.7%
3 Year 9.9% 9.31%
5 Year 11% 10.17%

SIP Return Analysis

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.67% 5.64%
3 Year 10.27% 10.57%
5 Year 10.85% 10.1%

Rolling Lumpsum Returns

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Year 10.67% 8.68%
3 Year 10.51% 8.78%
5 Year 10.63% 8.77%

Risk Management

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Standard Deviation 4.5% 3.86%
Sharp 0.66% 0.63%
Beta 0.95% 0.23%
Alpha 1.2% 1.16%

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Fund Managers

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Name V Srivatsa Dhawal Dalal
Total AUM ₹7921 Cr ₹25974 Cr
Fund Manage 3 12
UTI Conservative Hybrid Fund - Regular Plan - Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others 33.86 35.98
Small Cap 0.17 4.55
Large Cap 23.09 43.95
Mid Cap 0.68 15.51

Sector Allocation

Scheme Name

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others 33.86 56.09
Cement & Cement Products 0.87 -
Telecom - Services 1.22 -
Petroleum Products 0.43 -
IT - Software 3.22 -
Personal Products 0 -
Construction 0.41 1.57
Ferrous Metals -0.01 -
Diversified FMCG 1.26 -
Non - Ferrous Metals 0.18 -
Banks 6.31 -
Pharmaceuticals & Biotechnology 1.45 -
Automobiles 2.12 -
Insurance 1 -
Gas 0.66 -
Diversified Metals 0.8 -
Oil 0.38 -
Realty 0.2 -
Finance 1.1 -
Consumable Fuels 0.1 -
Minerals & Mining -0.01 -
Transport Services 0.8 -
Power 1.45 -
Financial - 8.36
Textiles - 0.17
Automobile - 2.04
Healthcare - 1.85
Services - 2.52
Metals & Mining - 0.38
Energy - 2.58
Materials - 0.9
Capital Goods - 0.67
Communication - 0.96
Sovereign - 15.22
Technology - 2.13
Consumer Staples - 1.65
Chemicals - 0.47
Unclassified - 2.43

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