SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs UTI Conservative Hybrid Fund compare

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UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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Sundaram Conservative Hybrid Fund - Regular Plan - 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	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Fund	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderately High
Asset Size (Cr)	₹1684 Cr	₹27 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹250
Min Addl Investment	₹1000	₹500
Launch Date	16 Dec 2003	25 Jan 2010
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%	252%
Expense Ratio	1.81	2.19
Manager	Amit Kumar Premchandani	Dwijendra Srivastava
ISIN Code	INF789F01893	INF903J01HB0
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	Data not available./365

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Month	0.54%	0.11%
6 Month	4.46%	3.15%
1 Year	8.47%	6.22%
3 Year	11.4%	8.8%
5 Year	11.65%	8.9%

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
6 Month	3.57%	2.32%
1 Year	8.79%	6.2%
3 Year	11.14%	8.12%
5 Year	10.4%	8.11%

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Year	9.86%	7.65%
3 Year	9.33%	7.91%
5 Year	9.38%	7.78%

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation	4.12%	3.66%
Sharp	0.96%	0.50%
Beta	1.22%	1.10%
Alpha	0.01%	-1.71%

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Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Name	Amit Kumar Premchandani	Dwijendra Srivastava
Total AUM	₹13572 Cr	₹14140 Cr
Funds Managed	3	14
	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Sundaram Conservative Hybrid Fund - Regular Plan - Growth

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	78.71	81.82
Large Cap	14.48	16.41
Small Cap	2.92	0
Mid Cap	3.88	1.77

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	78.71	81.72
Energy	1.23	2
Utilities	0.56	-
Technology	2.49	2.38
Basic Materials	2.1	1.3
Consumer Defensive	0.75	1.53
Industrials	1.1	0.48
Consumer Cyclical	2.55	1.47
Healthcare	1.67	0.43
Financial Services	7.2	6.99
Communication Services	1.33	1.69
Real Estate	0.32	-