Sundaram Equity Savings Fund (G) vs UTI Conservative Hybrid Fund compare
Sundaram Equity Savings Fund (G)
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹1049 Cr | ₹687 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 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Equity Savings Fund (G) | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.21% | 1.37% |
6 Month | 3.93% | 4.12% |
1 Year | 7.69% | 6.42% |
3 Year | 13.16% | 12.41% |
5 Year | 13.88% | 12.5% |
SIP Return Analysis
Scheme Name | Sundaram Equity Savings Fund (G) | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.51% | 3.53% |
1 Year | 9.83% | 8.31% |
3 Year | 12.3% | 10.82% |
5 Year | 11.92% | 10.86% |
Rolling Lumpsum Returns
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% |
Risk Management
Scheme Name | Sundaram Equity Savings Fund (G) | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 5.63% | 4.5% |
Sharp | 0.93% | 1.12% |
Beta | - | 0.94% |
Alpha | - | 1% |
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Fund Managers
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 |
Market Cap
Scheme Name |
Sundaram Equity Savings Fund (G) |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 31.34 | 32.26 |
Large Cap | 56.16 | 30.39 |
Mid Cap | 6.77 | 0.59 |
Small Cap | 5.73 | - |
Sector Allocation
Scheme Name |
Sundaram Equity Savings Fund (G) |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 30.93 | 32.26 |
Energy | 9.53 | - |
Technology | 6.37 | - |
Basic Materials | 4.23 | - |
Industrials | 6.73 | - |
Financial Services | 17 | - |
Consumer Defensive | 5.05 | - |
Healthcare | 3.65 | - |
Consumer Cyclical | 6.64 | - |
Communication Services | 9.04 | - |
Real Estate | 0.27 | - |
Utilities | 0.57 | - |
Telecom - Services | - | 1.5 |
Petroleum Products | - | 2.63 |
IT - Software | - | 3.27 |
Personal Products | - | 0 |
Construction | - | 0.64 |
Ferrous Metals | - | 0 |
Diversified FMCG | - | 1.18 |
Non - Ferrous Metals | - | 0.23 |
Banks | - | 6.6 |
Cement & Cement Products | - | 1.28 |
Pharmaceuticals & Biotechnology | - | 1.81 |
Automobiles | - | 4.04 |
Insurance | - | 1.12 |
Diversified Metals | - | 1.03 |
Oil | - | 0.68 |
Finance | - | 1.22 |
Consumable Fuels | - | 0.67 |
Minerals & Mining | - | -0.01 |
Transport Services | - | 1.24 |
Power | - | 1.85 |
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