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Parag Parikh Conservative Hybrid Fund Regular 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 Parag Parikh Conservative Hybrid Fund Regular - Growth

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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 Parag Parikh Conservative Hybrid Fund Regular - Growth
Fund UTI Conservative Hybrid Fund - Regular Plan - Growth Option Parag Parikh Conservative Hybrid Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹1710 Cr ₹3097 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 16 Dec 2003 26 May 2021
Category Conservative Conservative
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite Debt 15:85 CRISIL Hybrid 85+15 Conservative TRI
Turn Over 32% %
Expense Ratio 1.81 0.65
Manager Amit Kumar Premchandani Rajeev Thakkar
ISIN Code INF789F01893 INF879O01209
Exits Load UTI Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Parag Parikh Conservative Hybrid Fund Regular - Growth
1 Month 0.55% 0.39%
6 Month 1.82% 2.34%
1 Year 5.12% 7.48%
3 Year 9.45% 11.19%
5 Year 9.48% -

SIP Return Analysis

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Parag Parikh Conservative Hybrid Fund Regular - Growth
6 Month 1.42% 1.67%
1 Year 6.97% 7.57%
3 Year 9.12% 10.27%
5 Year 9.1% -

Rolling Lumpsum Returns

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Parag Parikh Conservative Hybrid Fund Regular - Growth
1 Year 9.67% 9.94%
3 Year 9.43% 11.23%
5 Year 9.47% -

Risk Management

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Parag Parikh Conservative Hybrid Fund Regular - Growth
Standard Deviation 3.78% 3.09%
Sharp 0.72% 1.37%
Beta 1.23% 0.80%
Alpha 0.13% 2.50%

Fund Managers

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Parag Parikh Conservative Hybrid Fund Regular - Growth
Name Amit Kumar Premchandani Rajeev Thakkar
Total AUM ₹13572 Cr ₹0 Cr
Funds Managed 3 5
UTI Conservative Hybrid Fund - Regular Plan - Growth Option Parag Parikh Conservative Hybrid Fund Regular - Growth

Market Cap

Scheme Name

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Parag Parikh Conservative Hybrid Fund Regular - Growth

Others 75.62 87.02
Large Cap 16.07 10.08
Small Cap 3.87 0.8
Mid Cap 4.45 2.1

Sector Allocation

Scheme Name

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Parag Parikh Conservative Hybrid Fund Regular - Growth

Others 75.62 77.36
Petroleum Products 1.01 -
Gas 0.23 -
IT - Software 2.39 -
Retailing 0.75 -
Cement & Cement Products 0.3 -
Personal Products 0.55 -
Transport Services 0.33 -
Textiles & Apparels 0.11 -
Non - Ferrous Metals 0.51 -
Banks 7.08 -
Pharmaceuticals & Biotechnology 1.33 -
Healthcare Services 0.64 -
Automobiles 1.97 -
Electrical Equipment 0.04 -
Ferrous Metals 0.34 -
Consumer Durables 0.82 -
Consumer Services 0.17 -
Entertainment 0.25 -
Construction 0.23 -
Realty 0.54 -
Industrial Products 0.21 -
Aerospace & Defense 0.29 -
Telecom - Services 1.11 -
Capital Markets 0.24 -
Consumable Fuels 0.35 -
Fertilizers & Agrochemicals 0.23 -
Insurance 0.64 -
Power 0.42 -
Finance 0.39 -
Auto Components 0.26 -
Paper, Forest & Jute Products 0.21 -
Leisure Services 0.27 -
Transport Infrastructure 0.18 -
Energy - 5.01
Financial Services - 2.05
Real Estate - 9.66
Basic Materials - 0.98
Consumer Defensive - 2.07
Consumer Cyclical - 0.8
Technology - 0.02
Utilities - 2.01
Industrials - 0.04

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