UTI Conservative Hybrid Fund vs Edelweiss Equity Savings Fund compare

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UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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Edelweiss Equity Savings Fund - Regular Plan - Growth Option

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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	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Fund	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Moderate	Moderate
Asset Size (Cr)	₹650 Cr	₹572 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	30 Aug 2018	13 Oct 2014
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Equity Saving	NIFTY Equity Savings TRI
Turn Over	387%	87%
Expense Ratio	1.64	1.6
Manager	V Srivatsa	Dhawal Dalal
ISIN Code	INF789F1A744	INF843K01KG9
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	Data not available./365

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Month	0.6%	0.83%
6 Month	3.48%	4.3%
1 Year	7.69%	9.75%
3 Year	11.81%	11.28%
5 Year	13.45%	11.96%

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
6 Month	3.55%	3.18%
1 Year	8.07%	8.44%
3 Year	11.38%	11.68%
5 Year	11.18%	10.52%

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Year	10.67%	8.68%
3 Year	10.51%	8.78%
5 Year	10.63%	8.77%

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Standard Deviation	4.5%	4.089%
Sharp	0.99%	0.716%
Beta	0.93%	-
Alpha	1.45%	-

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Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Name	V Srivatsa	Dhawal Dalal
Total AUM	₹7921 Cr	₹25974 Cr
Funds Managed	3	12
	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Others	31.96	34.35
Large Cap	30.7	46.78
Mid Cap	1.01	12.37
Small Cap	-	6.5

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Others	31.96	31.74
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	-
Basic Materials	-	8.54
Energy	-	10.61
Industrials	-	8.32
Technology	-	3.67
Healthcare	-	3.58
Financial Services	-	17.32
Consumer Defensive	-	1.94
Consumer Cyclical	-	9.31
Utilities	-	2.52
Real Estate	-	0.45
Communication Services	-	2.02