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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) | ₹1140 Cr | ₹714 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 | 0.97% | 1.05% |
| 6 Month | 7.21% | 5.4% |
| 1 Year | 3.93% | 3.49% |
| 3 Year | 10.81% | 10.3% |
| 5 Year | 13.1% | 11.73% |
SIP Return Analysis
| Scheme Name | Sundaram Equity Savings Fund (G) | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.88% | 1.27% |
| 1 Year | 7.61% | 6.12% |
| 3 Year | 10.86% | 9.28% |
| 5 Year | 10.87% | 9.81% |
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 | 5.35% | 4.5% |
| Sharp | 0.72% | 0.97% |
| Beta | - | 0.05% |
| Alpha | - | 4.02% |
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 |
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