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 | 1.75% | 2.07% |
| 6 Month | 3.57% | 5.2% |
| 1 Year | 6.69% | 6.68% |
| 3 Year | 10.67% | 9.99% |
| 5 Year | 12.04% | 8.6% |
SIP Return Analysis
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.64% | 0.36% |
| 1 Year | 5.04% | 5.73% |
| 3 Year | 8.36% | 8.54% |
| 5 Year | 9.27% | 8.43% |
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 | 4.16% | 4.99% |
| Sharp | 0.91% | 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 | 33.93 | 35.82 |
| Large Cap | 63.2 | 48.21 |
| Mid Cap | 2.87 | 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 | 28.83 | 28.2 |
| Communication Services | 2.97 | 3.77 |
| Energy | 4.67 | 3.93 |
| Technology | 6.63 | 3.89 |
| Consumer Defensive | 2.08 | 2.6 |
| Industrials | 3.22 | 8.55 |
| Basic Materials | 9.53 | 7.62 |
| Financial Services | 23.92 | 18.8 |
| Real Estate | 3.71 | 6.02 |
| Healthcare | 2.7 | 3.44 |
| Consumer Cyclical | 9.19 | 7.39 |
| Utilities | 2.55 | 5.78 |
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