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)	₹1710 Cr	₹21 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	0.55%	0.77%
6 Month	1.82%	0.63%
1 Year	5.12%	3.37%
3 Year	9.45%	6.88%
5 Year	9.48%	7.88%

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
6 Month	1.53%	1.12%
1 Year	6.97%	4.19%
3 Year	9.22%	6.3%
5 Year	9.16%	6.88%

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Year	9.67%	7.35%
3 Year	9.43%	7.82%
5 Year	9.47%	8.01%

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation	4.21%	4.91%
Sharp	0.99%	0.36%
Beta	0.54%	0.81%
Alpha	0.83%	-2.07%

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	75.62	78.57
Large Cap	16.07	19.09
Small Cap	3.87	-
Mid Cap	4.45	2.34

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	75.62	78.57
Petroleum Products	1.01	3.08
Gas	0.23	-
IT - Software	2.39	2.31
Retailing	0.75	-
Cement & Cement Products	0.3	1.36
Personal Products	0.55	-
Transport Services	0.33	-
Textiles & Apparels	0.11	-
Non - Ferrous Metals	0.51	-
Banks	7.08	7.64
Pharmaceuticals & Biotechnology	1.33	0.67
Healthcare Services	0.64	-
Automobiles	1.97	1.24
Electrical Equipment	0.04	-
Ferrous Metals	0.34	-
Consumer Durables	0.82	-
Consumer Services	0.17	-
Entertainment	0.25	-
Construction	0.23	0.49
Realty	0.54	-
Industrial Products	0.21	-
Aerospace & Defense	0.29	0.57
Telecom - Services	1.11	2.4
Capital Markets	0.24	-
Consumable Fuels	0.35	-
Fertilizers & Agrochemicals	0.23	0.56
Insurance	0.64	-
Power	0.42	-
Finance	0.39	-
Auto Components	0.26	-
Paper, Forest & Jute Products	0.21	-
Leisure Services	0.27	0.58
Transport Infrastructure	0.18	-
Agricultural Food & other Products	-	0.53