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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) ₹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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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%

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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 27.55 31.96
Large Cap 58.49 30.7
Mid Cap 8.77 1.01
Small Cap 5.19 -

Sector Allocation

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

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