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 | 1.08% | 0.6% |
6 Month | 3.5% | 3.48% |
1 Year | 9.19% | 7.69% |
3 Year | 12.31% | 11.81% |
5 Year | 15.09% | 13.45% |
SIP Return Analysis
Scheme Name | Sundaram Equity Savings Fund (G) | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.5% | 3.55% |
1 Year | 7.72% | 8.07% |
3 Year | 12.26% | 11.38% |
5 Year | 11.97% | 11.18% |
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% | 0.99% |
Beta | - | 0.93% |
Alpha | - | 1.45% |
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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 | 31.96 |
Large Cap | 58.49 | 30.7 |
Mid Cap | 8.77 | 1.01 |
Small Cap | 5.19 | - |
Sector Allocation
Scheme Name |
Sundaram Equity Savings Fund (G) |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 27.69 | 31.96 |
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 | - | 1.79 |
Petroleum Products | - | 1.02 |
IT - Software | - | 2.56 |
Personal Products | - | 0 |
Construction | - | 0.47 |
Ferrous Metals | - | 0 |
Diversified FMCG | - | 1.28 |
Non - Ferrous Metals | - | 0.26 |
Banks | - | 7.4 |
Cement & Cement Products | - | 1.55 |
Pharmaceuticals & Biotechnology | - | 1.91 |
Automobiles | - | 4.52 |
Insurance | - | 0.44 |
Gas | - | 0.34 |
Diversified Metals | - | 1.02 |
Oil | - | 0.88 |
Realty | - | 0.54 |
Finance | - | 1.93 |
Consumable Fuels | - | 0.64 |
Minerals & Mining | - | 0 |
Transport Services | - | 1.39 |
Power | - | 1.77 |
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