UTI Conservative Hybrid Fund vs DSP Equity Savings Fund compare
DSP Equity Savings Fund - Regular Plan - Growth
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | DSP Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹2417 Cr | ₹650 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 28 Mar 2016 | 30 Aug 2018 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | CRISIL Equity Saving |
Turn Over | 444% | 387% |
Expense Ratio | 1.32 | 1.64 |
Manager | Kedar Karnik | V Srivatsa |
ISIN Code | INF740KA1439 | INF789F1A744 |
Exits Load | Data not available./365 | UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.92% | 2.57% |
6 Month | 3.6% | 3.91% |
1 Year | 11.49% | 8.5% |
3 Year | 11% | 12.22% |
5 Year | 13.1% | 13.25% |
SIP Return Analysis
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.32% | 1.95% |
1 Year | 7.07% | 4.83% |
3 Year | 11.02% | 10.31% |
5 Year | 10.33% | 10.57% |
Rolling Lumpsum Returns
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.52% | 10.67% |
3 Year | 8.4% | 10.51% |
5 Year | 7.94% | 10.63% |
Risk Management
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 4.11% | 4.5% |
Sharp | 0.656% | 0.99% |
Beta | - | 0.93% |
Alpha | - | 1.45% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Kedar Karnik | V Srivatsa |
Total AUM | ₹32997 Cr | ₹7921 Cr |
Funds Managed | 11 | 3 |
DSP Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
DSP Equity Savings Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 29.62 | 31.96 |
Large Cap | 57.12 | 30.7 |
Mid Cap | 8.16 | 1.01 |
Small Cap | 5.11 | - |
Sector Allocation
Scheme Name |
DSP Equity Savings Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 27.99 | 31.96 |
Energy | 8.65 | - |
Industrials | 4.1 | - |
Technology | 2.74 | - |
Healthcare | 3.9 | - |
Basic Materials | 4.98 | - |
Consumer Defensive | 2.23 | - |
Financial Services | 27.81 | - |
Consumer Cyclical | 8.74 | - |
Communication Services | 5.01 | - |
Utilities | 3.65 | - |
Real Estate | 0.2 | - |
Telecom - Services | - | 1.79 |
Petroleum Products | - | 1.02 |
IT - Software | - | 2.56 |
Personal Products | - | 0 |
Construction | - | 0.47 |
Ferrous Metals | - | 0 |
Diversified FMCG | - | 1.28 |
Non - Ferrous Metals | - | 0.26 |
Banks | - | 7.4 |
Cement & Cement Products | - | 1.55 |
Pharmaceuticals & Biotechnology | - | 1.91 |
Automobiles | - | 4.52 |
Insurance | - | 0.44 |
Gas | - | 0.34 |
Diversified Metals | - | 1.02 |
Oil | - | 0.88 |
Realty | - | 0.54 |
Finance | - | 1.93 |
Consumable Fuels | - | 0.64 |
Minerals & Mining | - | 0 |
Transport Services | - | 1.39 |
Power | - | 1.77 |
Top Comparisons
WhiteOak Capital Multi Cap Fund - Regular (G)
3Y Returns0%
LIC MF Multi Cap Fund Regular - Growth
3Y Returns0%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns14.35%
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns27.02%
Kotak Equity Hybrid - Growth
3Y Returns16.56%
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
3Y Returns15.62%
Tata Equity PE Fund Regular Plan -(Growth Option)
3Y Returns22.94%
Axis Value Fund - Regular Plan - Growth
3Y Returns24.93%