- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1116 Cr | ₹709 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 | 0.16% | -0.24% |
| 6 Month | 6.14% | 4% |
| 1 Year | 5.61% | 4.23% |
| 3 Year | 11.26% | 10.42% |
| 5 Year | 12.9% | 11.53% |
SIP Return Analysis
| Scheme Name | Sundaram Equity Savings Fund (G) | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.08% | 1.05% |
| 1 Year | 6.31% | 4.64% |
| 3 Year | 10.86% | 9.21% |
| 5 Year | 10.96% | 9.84% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Equity Savings Fund (G) | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.98% | 9.59% |
| 3 Year | 7.92% | 10.61% |
| 5 Year | 7.89% | 11.01% |
Risk Management
| Scheme Name | Sundaram Equity Savings Fund (G) | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 5.34% | 4.5% |
| Sharp | 0.91% | 1.15% |
| Beta | - | 0.06% |
| Alpha | - | 4.64% |
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 | 30.16 | 34.86 |
| Large Cap | 63.57 | 62.4 |
| Small Cap | 1.74 | - |
| Mid Cap | 4.53 | 2.74 |
Sector Allocation
| Scheme Name |
Sundaram Equity Savings Fund (G) |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 28.55 | 32.18 |
| Energy | 9.11 | 4.99 |
| Technology | 6.39 | 7.35 |
| Financial Services | 23.91 | 24.88 |
| Healthcare | 2.76 | 2.67 |
| Industrials | 5.37 | 3.39 |
| Basic Materials | 4.19 | 8.63 |
| Consumer Defensive | 4.87 | 1.31 |
| Consumer Cyclical | 4.48 | 7.95 |
| Communication Services | 9 | 2.97 |
| Utilities | 1.17 | 2.4 |
| Real Estate | 0.2 | 1.28 |
Top Comparisons
Nippon India Dynamic Bond Fund-Growth Plan-Growth Option
3Y Returns7.77%
Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns5.75%
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
3Y Returns8.2%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns10.75%
Kotak Small Cap Fund Regular Growth
3Y Returns16.72%
Edelweiss Small Cap Fund - Regular Plan - Growth
3Y Returns21.2%
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
3Y Returns7.27%
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns7.11%
