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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) ₹1701 Cr ₹3168 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 -0.16% -0.29%
6 Month 1.46% 1.91%
1 Year 5.04% 6.89%
3 Year 9.39% 11.04%
5 Year 9.13% -

SIP Return Analysis

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Parag Parikh Conservative Hybrid Fund Regular - Growth
6 Month 0.91% 1.29%
1 Year 6.23% 6.99%
3 Year 8.76% 10%
5 Year 8.87% -

Rolling Lumpsum Returns

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Parag Parikh Conservative Hybrid Fund Regular - Growth
1 Year 9.65% 9.94%
3 Year 9.42% 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 4.21% 3.09%
Sharp 0.95% 1.37%
Beta 0.55% 0.80%
Alpha 0.88% 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 75.89 87.17
Large Cap 16.48 10.03
Small Cap 3.66 0.73
Mid Cap 3.97 2.06

Sector Allocation

Scheme Name

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Parag Parikh Conservative Hybrid Fund Regular - Growth

Others 75.38 77.89
Energy 1.38 5
Utilities 0.63 1.97
Technology 2.53 0.02
Consumer Cyclical 3.42 0.73
Basic Materials 1.04 0.93
Consumer Defensive 0.8 2.01
Industrials 1.61 0.05
Financial Services 8.71 2.04
Healthcare 2.02 -
Communication Services 1.87 0.08
Real Estate 0.62 9.28

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