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

Link copied to clipboard!

Sundaram Equity Savings Fund (G)

Invest Now

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Invest Now

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	1.08%	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%

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%

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%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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	31.96
Large Cap	58.49	30.7
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	31.96
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