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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) | ₹9789 Cr | ₹1706 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 | -0.33% | -0.52% |
| 6 Month | 4.88% | 4.41% |
| 1 Year | 5.27% | 6.05% |
| 3 Year | 10.28% | 10.04% |
| 5 Year | 11.36% | 11% |
SIP Return Analysis
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.48% | 1.96% |
| 1 Year | 6.86% | 6.28% |
| 3 Year | 9.75% | 10.03% |
| 5 Year | 9.87% | 9.71% |
Rolling Lumpsum Returns
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.48% | 9.82% |
| 3 Year | 8.53% | 9.37% |
| 5 Year | 8.45% | 9.43% |
Risk Management
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.44% | 3.93% |
| Sharp | 1.28% | 1.14% |
| Beta | 0.98% | 1.19% |
| Alpha | 1.13% | 0.46% |
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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 | 76.25 | 76.1 |
| Large Cap | 8.29 | 16.44 |
| Small Cap | 9.27 | 3.55 |
| Mid Cap | 6.19 | 3.9 |
Sector Allocation
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 76.25 | 75.67 |
| Energy | 2.35 | 1.41 |
| Consumer Cyclical | 2.08 | 3.42 |
| Basic Materials | 3.7 | 2.04 |
| Financial Services | 7.82 | 8.23 |
| Industrials | 3.84 | 1.59 |
| Healthcare | 1.83 | 1.91 |
| Consumer Defensive | 2.14 | 0.53 |
| Utilities | - | 0.66 |
| Technology | - | 2.64 |
| Communication Services | - | 1.57 |
| Real Estate | - | 0.33 |
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