UTI Conservative Hybrid Fund vs ICICI Prudential Regular Savings Fund compare
ICICI Prudential Regular Savings Fund - Plan - Growth
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | ICICI Prudential Regular Savings Fund - Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | High | Moderately High |
Asset Size (Cr) | ₹3237 Cr | ₹1707 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 30 Mar 2004 | 16 Dec 2003 |
Category | Conservative | Conservative |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 | NIFTY 50 Hybrid Composite Debt 15:85 |
Turn Over | 21% | 32% |
Expense Ratio | 1.67 | 1.81 |
Manager | Sharmila D'mello | Amit Kumar Premchandani |
ISIN Code | INF109K01902 | INF789F01893 |
Exits Load | Data not available./365 | UTI Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.62% | -0.59% |
6 Month | 6.49% | 4.95% |
1 Year | 7.58% | 5.48% |
3 Year | 10.25% | 9.67% |
5 Year | 10.04% | 10.86% |
SIP Return Analysis
Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.48% | 1.26% |
1 Year | 8.58% | 5.51% |
3 Year | 10.44% | 9.64% |
5 Year | 9.8% | 9.46% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 0.34% | 9.82% |
3 Year | 0.11% | 9.37% |
5 Year | 0.07% | 9.43% |
Risk Management
Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 3.01% | 3.74% |
Sharp | 1.20% | 0.89% |
Beta | 0.90% | 1.17% |
Alpha | 1.27% | 0.30% |
Fund Managers
Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Sharmila D'mello | Amit Kumar Premchandani |
Total AUM | ₹354743 Cr | ₹13572 Cr |
Funds Managed | 35 | 3 |
ICICI Prudential Regular Savings Fund - Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
ICICI Prudential Regular Savings Fund - Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 77.85 | 76.67 |
Large Cap | 13.14 | 15.89 |
Small Cap | 6.2 | 3.64 |
Mid Cap | 2.81 | 3.8 |
Sector Allocation
Scheme Name |
ICICI Prudential Regular Savings Fund - Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 76.45 | 76.27 |
Energy | 0.86 | 1.32 |
Technology | 1.13 | 2.42 |
Communication Services | 1.7 | 1.67 |
Healthcare | 3.14 | 2.01 |
Industrials | 1.15 | 1.46 |
Financial Services | 6.69 | 8.02 |
Basic Materials | 1.57 | 1.99 |
Consumer Defensive | 0.94 | 0.58 |
Real Estate | 1.52 | 0.32 |
Consumer Cyclical | 3.93 | 3.31 |
Utilities | 0.93 | 0.62 |
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