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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) | ₹1686 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 |
Trailing Lumpsum Returns
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.78% | 0.74% |
| 6 Month | 3.9% | 1.48% |
| 1 Year | 4.67% | 2.89% |
| 3 Year | 10.32% | 7.61% |
| 5 Year | 10.61% | 8.36% |
SIP Return Analysis
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1% | 0.13% |
| 1 Year | 6.85% | 3.52% |
| 3 Year | 9.46% | 6.36% |
| 5 Year | 9.28% | 6.93% |
Rolling Lumpsum Returns
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.76% | 7.53% |
| 3 Year | 9.39% | 7.93% |
| 5 Year | 9.45% | 7.95% |
Risk Management
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.77% | 3.62% |
| Sharp | 0.76% | 0.16% |
| Beta | 1.21% | 1.18% |
| Alpha | 0.06% | -2.13% |
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 | 76.75 | 79.45 |
| Large Cap | 16.07 | 18.27 |
| Small Cap | 3.54 | - |
| Mid Cap | 3.64 | 2.28 |
Sector Allocation
| Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 76.24 | 78.08 |
| Energy | 1.34 | 2.81 |
| Utilities | 0.62 | 1.37 |
| Technology | 2.41 | 2.14 |
| Consumer Cyclical | 3.47 | 2.02 |
| Basic Materials | 1.78 | 1.86 |
| Consumer Defensive | 0.56 | 0.93 |
| Industrials | 1.48 | 0.44 |
| Financial Services | 8.01 | 7.54 |
| Healthcare | 1.96 | 0.65 |
| Communication Services | 1.73 | 2.16 |
| Real Estate | 0.41 | - |
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