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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) | ₹714 Cr | ₹750 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 | 1.25% | 1.49% |
| 6 Month | 5.79% | 8.14% |
| 1 Year | 3.89% | 6.73% |
| 3 Year | 10.68% | 11.3% |
| 5 Year | 11.82% | 10.8% |
SIP Return Analysis
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.27% | 3.05% |
| 1 Year | 6.12% | 10.71% |
| 3 Year | 9.28% | 11.54% |
| 5 Year | 9.81% | 10.46% |
Rolling Lumpsum Returns
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.59% | 8.7% |
| 3 Year | 10.61% | 8.9% |
| 5 Year | 11.01% | 9.05% |
Risk Management
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.5% | 3.74% |
| Sharp | 0.97% | 1.04% |
| Beta | 0.05% | - |
| Alpha | 4.02% | - |
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 | 34.96 | 39 |
| Large Cap | 62.48 | 39.44 |
| Mid Cap | 2.56 | 15.98 |
| Small Cap | - | 5.58 |
Sector Allocation
| Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 31.12 | 33.21 |
| Communication Services | 2.98 | 5 |
| Energy | 4.68 | 6.85 |
| Technology | 7.93 | 4.12 |
| Consumer Defensive | 1.9 | 1.82 |
| Industrials | 3.24 | 5.88 |
| Basic Materials | 8.6 | 10.82 |
| Financial Services | 23.42 | 18.71 |
| Real Estate | 2.55 | 1.53 |
| Healthcare | 2.68 | 4.75 |
| Consumer Cyclical | 8.58 | 5.77 |
| Utilities | 2.33 | 1.54 |
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