UTI Conservative Hybrid Fund vs Baroda BNP Paribas Equity Savings Fund compare
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Fund | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderately High |
Asset Size (Cr) | ₹707 Cr | ₹263 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 Aug 2018 | 29 Jul 2019 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Equity Saving | NIFTY Equity Savings TRI |
Turn Over | 387% | 486% |
Expense Ratio | 1.64 | 2.48 |
Manager | V Srivatsa | Miten Vora |
ISIN Code | INF789F1A744 | INF955L01II9 |
Exits Load | UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Month | -1.2% | -1.1% |
6 Month | 3.01% | 4.37% |
1 Year | 3.6% | 5.14% |
3 Year | 10.61% | 9.85% |
5 Year | 11.86% | 8.47% |
SIP Return Analysis
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.61% | 3.17% |
1 Year | 5.43% | 7.56% |
3 Year | 9.92% | 10.32% |
5 Year | 10.34% | 9.3% |
Rolling Lumpsum Returns
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 9.59% | 9.21% |
3 Year | 10.61% | 8.13% |
5 Year | 11.01% | 9.28% |
Risk Management
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.5% | 5.21% |
Sharp | 1.44% | 0.94% |
Beta | 0.94% | - |
Alpha | 0.98% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Name | V Srivatsa | Miten Vora |
Total AUM | ₹7921 Cr | ₹6478 Cr |
Funds Managed | 3 | 6 |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 35.27 | 33.84 |
Large Cap | 61.69 | 50.93 |
Mid Cap | 3.04 | 10.31 |
Small Cap | - | 4.92 |
Sector Allocation
Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 33.75 | 27.61 |
Communication Services | 3.52 | 4.23 |
Energy | 5.35 | 5.95 |
Technology | 7.2 | 3.26 |
Consumer Defensive | 1.27 | 2.58 |
Industrials | 2.84 | 8.54 |
Basic Materials | 8.7 | 7.22 |
Financial Services | 25.04 | 19.92 |
Healthcare | 2.11 | 3.77 |
Consumer Cyclical | 7.83 | 5.6 |
Utilities | 2.4 | 5.84 |
Real Estate | - | 5.46 |
Top Comparisons
SBI PSU Fund - Regular Plan -Growth
3Y Returns31.76%
Invesco India PSU Equity Fund - Growth
3Y Returns31.28%
Franklin India Focused Equity Fund - Growth Plan
3Y Returns17.1%
DSP Focused Fund - Regular Plan - Growth
3Y Returns17.41%
ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth
3Y Returns15.81%
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns16.52%
Kotak Equity Savings Fund - Regular - Growth
3Y Returns11.26%
Nippon India Equity Savings Fund- Growth Plan- Bonus Option
3Y Returns7.98%