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) | ₹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 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Equity Savings Fund (G) | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.66% | 1.78% |
6 Month | 1.78% | 2.9% |
1 Year | 8.08% | 7.84% |
3 Year | 11.01% | 11.09% |
5 Year | 14.21% | 12.89% |
SIP Return Analysis
Scheme Name | Sundaram Equity Savings Fund (G) | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.06% | 2.53% |
1 Year | 5.02% | 5.91% |
3 Year | 11.66% | 11.02% |
5 Year | 11.74% | 11.08% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Equity Savings Fund (G) | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.94% | 10.67% |
3 Year | 7.85% | 10.51% |
5 Year | 7.83% | 10.63% |
Risk Management
Scheme Name | Sundaram Equity Savings Fund (G) | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 5.676% | 4.5% |
Sharp | 0.575% | 0.58% |
Beta | - | 0.93% |
Alpha | - | 1.5% |
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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 | 27.55 | 33.21 |
Large Cap | 58.49 | 62.93 |
Mid Cap | 8.77 | 3.86 |
Small Cap | 5.19 | - |
Sector Allocation
Scheme Name |
Sundaram Equity Savings Fund (G) |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 27.69 | 32.7 |
Energy | 8.35 | 3.63 |
Technology | 8.85 | 7.79 |
Basic Materials | 2.65 | 8.43 |
Industrials | 6.64 | 2.32 |
Financial Services | 21.31 | 24.76 |
Consumer Defensive | 4.31 | 2.03 |
Healthcare | 3.57 | 2.31 |
Consumer Cyclical | 10.06 | 9.63 |
Communication Services | 5.78 | 3.53 |
Real Estate | 0.25 | 0.53 |
Utilities | 0.54 | 2.34 |
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