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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) | ₹1153 Cr | ₹733 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 | 0.66% | 1.1% |
| 6 Month | 4% | 3.24% |
| 1 Year | 5.99% | 6.35% |
| 3 Year | 10.73% | 10.47% |
| 5 Year | 12.37% | 11.51% |
SIP Return Analysis
| Scheme Name | Sundaram Equity Savings Fund (G) | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.04% | 2.54% |
| 1 Year | 8.88% | 8.77% |
| 3 Year | 10.73% | 9.63% |
| 5 Year | 10.74% | 9.99% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Equity Savings Fund (G) | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.9% | 9.18% |
| 3 Year | 7.94% | 10.57% |
| 5 Year | 7.9% | 11.08% |
Risk Management
| Scheme Name | Sundaram Equity Savings Fund (G) | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 5.12% | 4.5% |
| Sharp | 0.80% | 1.11% |
| Beta | - | 0.09% |
| Alpha | - | 4.34% |
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 | 28.24 | 34.32 |
| Large Cap | 64.87 | 62.71 |
| Mid Cap | 5 | 2.97 |
| Small Cap | 1.89 | - |
Sector Allocation
| Scheme Name |
Sundaram Equity Savings Fund (G) |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 25.86 | 27.6 |
| Energy | 8.66 | 4.91 |
| Financial Services | 29.98 | 25.26 |
| Technology | 1.77 | 6.04 |
| Healthcare | 2.6 | 2.11 |
| Industrials | 5.6 | 4.77 |
| Basic Materials | 4.75 | 9.7 |
| Consumer Defensive | 4.05 | 2 |
| Consumer Cyclical | 6.01 | 8.69 |
| Communication Services | 9.29 | 2.75 |
| Utilities | 1.13 | 2.5 |
| Real Estate | 0.3 | 3.67 |
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