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

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tortoise-icon Sundaram Equity Savings Fund (G)

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tortoise-icon UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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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) ₹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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