UTI Conservative Hybrid Fund vs Edelweiss Equity Savings Fund compare
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Chart Comparison
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 |
Trailing Lumpsum Returns
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% |
SIP Return Analysis
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% |
Rolling Lumpsum Returns
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% |
Risk Management
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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Fund Managers
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 |
Market Cap
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 |
Sector Allocation
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 |
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