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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) | ₹9851 Cr | ₹1703 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 | -0.55% | -0.72% |
| 6 Month | 0.85% | 0.1% |
| 1 Year | 6.87% | 5.73% |
| 3 Year | 9.56% | 9.25% |
| 5 Year | 9.33% | 8.69% |
SIP Return Analysis
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.62% | 0.23% |
| 1 Year | 5.49% | 3.69% |
| 3 Year | 8.03% | 7.84% |
| 5 Year | 8.77% | 8.39% |
Rolling Lumpsum Returns
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.39% | 9.63% |
| 3 Year | 8.64% | 9.43% |
| 5 Year | 8.5% | 9.46% |
Risk Management
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.08% | 4.21% |
| Sharp | 1.14% | 0.95% |
| Beta | 0.46% | 0.55% |
| Alpha | 1.47% | 0.71% |
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 | 77.09 | 75.92 |
| Large Cap | 8.02 | 16.42 |
| Mid Cap | 3.89 | 4.04 |
| Small Cap | 11.01 | 3.61 |
Sector Allocation
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 76.53 | 75.42 |
| Energy | 1.47 | 1.41 |
| Consumer Cyclical | 1.83 | 3.41 |
| Basic Materials | 5.4 | 1.03 |
| Industrials | 4.19 | 1.63 |
| Healthcare | 2.08 | 1.99 |
| Consumer Defensive | 1.92 | 0.8 |
| Financial Services | 6.6 | 8.71 |
| Utilities | - | 0.61 |
| Technology | - | 2.5 |
| Communication Services | - | 1.85 |
| Real Estate | - | 0.64 |
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