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) | ₹733 Cr | ₹265 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 | 1.5% | 2.02% |
| 6 Month | 3.56% | 5.36% |
| 1 Year | 6.76% | 7.06% |
| 3 Year | 10.64% | 10.12% |
| 5 Year | 11.76% | 8.57% |
SIP Return Analysis
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.54% | 2.5% |
| 1 Year | 8.77% | 9.95% |
| 3 Year | 9.63% | 10.01% |
| 5 Year | 9.99% | 9.29% |
Rolling Lumpsum Returns
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.18% | 9.07% |
| 3 Year | 10.57% | 8.23% |
| 5 Year | 11.08% | 9.19% |
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% | 4.99% |
| Sharp | 1.11% | 0.64% |
| Beta | 0.09% | - |
| Alpha | 4.34% | - |
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 | 32.53 | 35.82 |
| Large Cap | 33.45 | 48.21 |
| Mid Cap | 1.91 | 10.7 |
| Small Cap | - | 5.28 |
Sector Allocation
| Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 28.82 | 28.2 |
| Telecom - Services | 1.83 | - |
| Petroleum Products | 3.82 | - |
| IT - Software | 5.26 | - |
| Personal Products | 0 | - |
| Construction | 1.63 | - |
| Ferrous Metals | 0.45 | - |
| Finance | 1.49 | - |
| Diversified FMCG | 2 | - |
| Non - Ferrous Metals | 0.38 | - |
| Banks | 5.73 | - |
| Realty | 2.86 | - |
| Cement & Cement Products | 1.27 | - |
| Pharmaceuticals & Biotechnology | 2.09 | - |
| Automobiles | 3.29 | - |
| Insurance | 0.98 | - |
| - | 0.85 | - |
| Diversified Metals | 1.28 | - |
| Oil | 0.1 | - |
| Consumable Fuels | 0.75 | - |
| Minerals & Mining | -0.01 | - |
| Transport Services | 0.9 | - |
| Power | 2.12 | - |
| Energy | - | 3.93 |
| Technology | - | 3.89 |
| Industrials | - | 8.55 |
| Healthcare | - | 3.44 |
| Basic Materials | - | 7.62 |
| Financial Services | - | 18.8 |
| Real Estate | - | 6.02 |
| Consumer Cyclical | - | 7.39 |
| Consumer Defensive | - | 2.6 |
| Utilities | - | 5.78 |
| Communication Services | - | 3.77 |
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