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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) | ₹1707 Cr | ₹2953 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 | -1.12% | -0.9% |
| 6 Month | 5.14% | 4.49% |
| 1 Year | 4% | 5.77% |
| 3 Year | 9.47% | 10.91% |
| 5 Year | 10.6% | - |
SIP Return Analysis
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| 6 Month | -0.07% | 0.44% |
| 1 Year | 3.75% | 5.5% |
| 3 Year | 9% | 10.49% |
| 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 | 9.82% | 10.2% |
| 3 Year | 9.37% | 11.25% |
| 5 Year | 9.43% | - |
Risk Management
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 3.74% | 3.22% |
| Sharp | 0.89% | 1.49% |
| Beta | 1.17% | 0.84% |
| Alpha | 0.30% | 2.57% |
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 | 76.67 | 87.75 |
| Large Cap | 15.89 | 9.29 |
| Small Cap | 3.64 | 0.91 |
| Mid Cap | 3.8 | 2.05 |
Sector Allocation
| Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Others | 76.27 | 78.71 |
| Energy | 1.32 | 4.91 |
| Utilities | 0.62 | 1.98 |
| Technology | 2.42 | 0.02 |
| Consumer Cyclical | 3.31 | 1.16 |
| Basic Materials | 1.99 | 1.07 |
| Consumer Defensive | 0.58 | 1.99 |
| Industrials | 1.46 | 0.05 |
| Financial Services | 8.02 | 1.07 |
| Healthcare | 2.01 | - |
| Communication Services | 1.67 | - |
| Real Estate | 0.32 | 9.04 |
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