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) | ₹650 Cr | ₹249 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 | 1.78% | 1.98% |
6 Month | 2.9% | 1.38% |
1 Year | 7.84% | 7.18% |
3 Year | 11.09% | 9.68% |
5 Year | 12.89% | 9.19% |
SIP Return Analysis
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.53% | 2.07% |
1 Year | 5.91% | 4.61% |
3 Year | 11.02% | 10.03% |
5 Year | 11.08% | 8.94% |
Rolling Lumpsum Returns
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 10.67% | 9.78% |
3 Year | 10.51% | 7.92% |
5 Year | 10.63% | 9.26% |
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% | 4.909% |
Sharp | 0.58% | 0.464% |
Beta | 0.93% | - |
Alpha | 1.5% | - |
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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 | 33.21 | 31.01 |
Large Cap | 62.93 | 53.66 |
Mid Cap | 3.86 | 8.91 |
Small Cap | - | 6.42 |
Sector Allocation
Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 32.7 | 29.93 |
Communication Services | 3.53 | 1.83 |
Energy | 3.63 | 5.99 |
Technology | 7.79 | 6.16 |
Consumer Defensive | 2.03 | 2.86 |
Industrials | 2.32 | 8.08 |
Basic Materials | 8.43 | 5.74 |
Financial Services | 24.76 | 19.19 |
Healthcare | 2.31 | 3.53 |
Consumer Cyclical | 9.63 | 9.85 |
Utilities | 2.34 | 4.9 |
Real Estate | 0.53 | 1.95 |
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