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SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs UTI Conservative Hybrid Fund compare
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Chart Comparison
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) | ₹1633 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 |
Trailing Lumpsum Returns
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.03% | 2.3% |
| 6 Month | 3.04% | 3.34% |
| 1 Year | 11.21% | 9.01% |
| 3 Year | 10% | 8.11% |
| 5 Year | 12.19% | 9.6% |
SIP Return Analysis
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.93% | 3.14% |
| 1 Year | 7.75% | 7.59% |
| 3 Year | 11.02% | 8.78% |
| 5 Year | 10.43% | 8.54% |
Rolling Lumpsum Returns
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.83% | 7.67% |
| 3 Year | 9.34% | 7.96% |
| 5 Year | 9.33% | 7.63% |
Risk Management
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.158% | 3.55% |
| Sharp | 0.455% | -0.011% |
| Beta | 1.159% | 1.006% |
| Alpha | 0.778% | -0.98% |
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Fund Managers
| 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 |
Market Cap
| 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 |
Sector Allocation
| 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 | - |
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