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UTI Conservative Hybrid Fund vs Baroda BNP Paribas Equity Savings Fund compare

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tortoise-icon UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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tortoise-icon Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹794 Cr ₹281 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹250
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 0.62% -0.5%
6 Month 3.61% 2.47%
1 Year 8.25% 6.61%
3 Year 11.11% 10.36%
5 Year 10.77% 8.12%

SIP Return Analysis

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
6 Month 3.1% 2.06%
1 Year 10.02% 9.24%
3 Year 9.78% 9.45%
5 Year 10.13% 9.11%

Rolling Lumpsum Returns

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
1 Year 8.41% 8.77%
3 Year 10.61% 8.35%
5 Year 11.12% 9.06%

Risk Management

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Standard Deviation 4.13% 5.00%
Sharp 0.87% 0.65%
Beta 0.99% -
Alpha 0.77% -

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 35.58 36.42
Large Cap 61.39 47.54
Mid Cap 3.03 11.74
Small Cap - 4.3

Sector Allocation

Scheme Name

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

Others 28.43 29.94
Communication Services 2.86 3.97
Energy 5.07 3.85
Technology 6.4 5.03
Consumer Defensive 1.82 1.84
Industrials 4.9 8.61
Basic Materials 7.67 7.23
Financial Services 25.59 20.09
Real Estate 3.64 4.38
Healthcare 2.21 3.1
Consumer Cyclical 9.19 7.31
Utilities 2.22 4.66

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