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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) | ₹1207 Cr | ₹810 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 | -1.36% | -0.53% |
| 6 Month | 0.31% | 3.03% |
| 1 Year | 6.23% | 7.87% |
| 3 Year | 10.74% | 10.52% |
| 5 Year | 10.34% | 9.96% |
SIP Return Analysis
| Scheme Name | Sundaram Equity Savings Fund (G) | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.17% | 2.37% |
| 1 Year | 5.04% | 8.85% |
| 3 Year | 8.92% | 9.29% |
| 5 Year | 9.69% | 9.81% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Equity Savings Fund (G) | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.83% | 8.38% |
| 3 Year | 7.98% | 10.64% |
| 5 Year | 7.92% | 11.09% |
Risk Management
| Scheme Name | Sundaram Equity Savings Fund (G) | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 5.34% | 4.5% |
| Sharp | 1.04% | 1.22% |
| Beta | 1.11% | 0.98% |
| Alpha | 0.75% | 0.95% |
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 | 26.43 | 35.09 |
| Large Cap | 65.85 | 61.83 |
| Mid Cap | 5.68 | 3.08 |
| Small Cap | 2.05 | - |
Sector Allocation
| Scheme Name |
Sundaram Equity Savings Fund (G) |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 23.68 | 26.21 |
| Energy | 9.51 | 4.96 |
| Financial Services | 30.71 | 24.98 |
| Technology | 2.27 | 6.39 |
| Industrials | 5.91 | 5.32 |
| Basic Materials | 4.69 | 8.15 |
| Consumer Defensive | 3.33 | 1.78 |
| Healthcare | 1.61 | 1.98 |
| Consumer Cyclical | 6.79 | 9.58 |
| Utilities | 1.24 | 2.16 |
| Communication Services | 9.91 | 2.69 |
| Real Estate | 0.34 | 5.8 |
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