Sundaram Equity Savings Fund (G) vs UTI Conservative Hybrid Fund compare

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Sundaram Equity Savings Fund (G)

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UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Sundaram Equity Savings Fund (G)	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Fund	Sundaram Equity Savings Fund (G)	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Moderate	Moderate
Asset Size (Cr)	₹1067 Cr	₹650 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	23 May 2002	30 Aug 2018
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Equity Savings TRI	CRISIL Equity Saving
Turn Over	%	387%
Expense Ratio	2.19	1.64
Manager	Dwijendra Srivastava	V Srivatsa
ISIN Code	INF173K01213	INF789F1A744
Exits Load	Sundaram Equity Savings Fund - Growth Accumulation Plan charges 0.5% of sell value; if fund sold before 7 days. There are no other charges./365	UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Sundaram Equity Savings Fund (G)	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month	1.38%	0.42%
6 Month	2.2%	2.47%
1 Year	7.8%	6.54%
3 Year	12.97%	12.24%
5 Year	14.33%	12.77%

Scheme Name	Sundaram Equity Savings Fund (G)	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	3.98%	2.93%
1 Year	7.87%	6.51%
3 Year	11.92%	10.48%
5 Year	11.7%	10.65%

Scheme Name	Sundaram Equity Savings Fund (G)	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year	8.01%	10.08%
3 Year	7.89%	10.5%
5 Year	7.87%	10.87%

Scheme Name	Sundaram Equity Savings Fund (G)	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	5.676%	4.5%
Sharp	0.575%	1.12%
Beta	-	0.94%
Alpha	-	1%

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Scheme Name	Sundaram Equity Savings Fund (G)	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Name	Dwijendra Srivastava	V Srivatsa
Total AUM	₹14140 Cr	₹7921 Cr
Funds Managed	14	3
	Sundaram Equity Savings Fund (G)	UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Scheme Name	Sundaram Equity Savings Fund (G)	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	27.55	31.68
Large Cap	58.49	29.9
Mid Cap	8.77	1.01
Small Cap	5.19	-

Scheme Name	Sundaram Equity Savings Fund (G)	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	27.69	31.68
Energy	8.35	-
Technology	8.85	-
Basic Materials	2.65	-
Industrials	6.64	-
Financial Services	21.31	-
Consumer Defensive	4.31	-
Healthcare	3.57	-
Consumer Cyclical	10.06	-
Communication Services	5.78	-
Real Estate	0.25	-
Utilities	0.54	-
Telecom - Services	-	1.73
Petroleum Products	-	1.51
IT - Software	-	2.73
Personal Products	-	0
Construction	-	0.44
Ferrous Metals	-	0
Diversified FMCG	-	1.22
Non - Ferrous Metals	-	0.23
Banks	-	7.36
Cement & Cement Products	-	1.51
Pharmaceuticals & Biotechnology	-	1.89
Automobiles	-	4.15
Insurance	-	0.65
Diversified Metals	-	0.91
Oil	-	0.86
Realty	-	0.3
Finance	-	1.45
Consumable Fuels	-	0.66
Minerals & Mining	-	0
Transport Services	-	1.41
Power	-	1.9