SBI Conservative Hybrid Fund vs UTI Conservative Hybrid Fund compare

Link copied to clipboard!

SBI Conservative Hybrid Fund - Regular Plan - Growth

Invest Now

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹9953 Cr	₹1710 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

Scheme Name	SBI Conservative Hybrid Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month	1.4%	0.58%
6 Month	4.22%	2.24%
1 Year	7.51%	6.73%
3 Year	10.28%	9.65%
5 Year	10.6%	9.83%

Scheme Name	SBI Conservative Hybrid Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	2.08%	1.11%
1 Year	9.36%	6.66%
3 Year	9.6%	9.17%
5 Year	9.64%	9.11%

Scheme Name	SBI Conservative Hybrid Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year	8.44%	9.68%
3 Year	8.59%	9.42%
5 Year	8.49%	9.47%

Scheme Name	SBI Conservative Hybrid Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	3.35%	3.79%
Sharp	0.97%	0.79%
Beta	1.00%	1.21%
Alpha	0.78%	0.02%

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

Scheme Name	SBI Conservative Hybrid Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	76.45	76.17
Large Cap	9.94	16.5
Small Cap	10.13	3.67
Mid Cap	3.48	3.66

Scheme Name	SBI Conservative Hybrid Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	76.43	75.63
Energy	1.51	1.36
Consumer Cyclical	1.15	3.49
Basic Materials	5.67	1.64
Financial Services	7.28	8.34
Industrials	4.35	1.52
Healthcare	1.7	1.97
Consumer Defensive	1.89	0.55
Technology	0.01	2.44
Utilities	-	0.65
Communication Services	-	1.87
Real Estate	-	0.55