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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 | -1.44% | -1.28% |
| 6 Month | 2.4% | 3.44% |
| 1 Year | 4.1% | 5.62% |
| 3 Year | 10.43% | 9.59% |
| 5 Year | 11.71% | 8.31% |
SIP Return Analysis
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.27% | 2.57% |
| 1 Year | 4.26% | 5.78% |
| 3 Year | 9.1% | 9.39% |
| 5 Year | 9.76% | 8.76% |
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% | 4.95% |
| Sharp | 1.44% | 0.67% |
| Beta | 0.94% | - |
| Alpha | 0.98% | - |
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 | 34.86 | 33.84 |
| Large Cap | 62.4 | 50.93 |
| Mid Cap | 2.74 | 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 | 32.18 | 27.61 |
| Communication Services | 2.97 | 4.23 |
| Energy | 4.99 | 5.95 |
| Technology | 7.35 | 3.26 |
| Consumer Defensive | 1.31 | 2.58 |
| Industrials | 3.39 | 8.54 |
| Basic Materials | 8.63 | 7.22 |
| Financial Services | 24.88 | 19.92 |
| Real Estate | 1.28 | 5.46 |
| Healthcare | 2.67 | 3.77 |
| Consumer Cyclical | 7.95 | 5.6 |
| Utilities | 2.4 | 5.84 |
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