Parag Parikh Conservative Hybrid Fund Regular vs UTI Conservative Hybrid Fund compare
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Parag Parikh Conservative Hybrid Fund Regular - Growth
Chart Comparison
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 |
Top Comparisons
Nippon India Floater Fund - Regular Plan - Growth Option
3Y Returns7.87%
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
3Y Returns7.76%
SBI Focused Fund - Regular Plan -Growth
3Y Returns17.1%
Quant Focused Fund-Growth
3Y Returns12.85%
Kotak Savings Fund -Growth
3Y Returns6.98%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.27%
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns11.62%
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns11.86%