- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI Conservative Hybrid Fund vs UTI Conservative Hybrid Fund compare
SBI Conservative Hybrid Fund - Regular Plan - Growth
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Conservative Hybrid Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹9761 Cr | ₹1633 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 23 Mar 2001 | 16 Dec 2003 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 | NIFTY 50 Hybrid Composite Debt 15:85 |
| Turn Over | 252% | 32% |
| Expense Ratio | 1.54 | 1.81 |
| Manager | Pradeep Kesavan | Amit Kumar Premchandani |
| ISIN Code | INF200K01859 | INF789F01893 |
| Exits Load | SBI Conservative Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.95% | 2.35% |
| 6 Month | 3.64% | 4.97% |
| 1 Year | 9.09% | 11.76% |
| 3 Year | 11.11% | 11.27% |
| 5 Year | 12.74% | 12.54% |
SIP Return Analysis
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.41% | 3.97% |
| 1 Year | 7.47% | 9.65% |
| 3 Year | 10.57% | 11.51% |
| 5 Year | 10.43% | 10.64% |
Rolling Lumpsum Returns
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.51% | 9.83% |
| 3 Year | 8.46% | 9.34% |
| 5 Year | 8.38% | 9.33% |
Risk Management
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.514% | 4.158% |
| Sharp | 0.648% | 0.455% |
| Beta | 0.906% | 1.159% |
| Alpha | 1.401% | 0.778% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Amit Kumar Premchandani |
| Total AUM | ₹434274 Cr | ₹13572 Cr |
| Funds Managed | 43 | 3 |
| SBI Conservative Hybrid Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 79.59 | 78.71 |
| Large Cap | 8.47 | 14.48 |
| Small Cap | 9.61 | 2.92 |
| Mid Cap | 2.32 | 3.88 |
Sector Allocation
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 79.59 | 78.71 |
| Energy | 0.47 | 1.23 |
| Technology | 2.54 | 2.49 |
| Industrials | 3.51 | 1.1 |
| Financial Services | 7.63 | 7.2 |
| Healthcare | 0.74 | 1.67 |
| Consumer Cyclical | 2.57 | 2.55 |
| Basic Materials | 1.26 | 2.1 |
| Consumer Defensive | 1.68 | 0.75 |
| Utilities | - | 0.56 |
| Communication Services | - | 1.33 |
| Real Estate | - | 0.32 |
Top Comparisons
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
3Y Returns0%
Quant Multi Asset Fund-Growth
3Y Returns22.37%
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
3Y Returns19.12%
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
3Y Returns19.12%
PGIM India Dynamic Bond Fund - Growth Option
3Y Returns7.55%
Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns7.34%
ICICI Prudential Balanced Advantage Fund - Growth
3Y Returns14.65%
Axis Balanced Advantage Fund - Regular Plan - Growth
3Y Returns16%
