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) | ₹3376 Cr | ₹1710 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 | 0.55% | 0.4% |
| 6 Month | 3.78% | 1.77% |
| 1 Year | 8.18% | 5.76% |
| 3 Year | 10% | 9.39% |
| 5 Year | 9.42% | 9.49% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.88% | 1.53% |
| 1 Year | 9.22% | 6.97% |
| 3 Year | 10.1% | 9.22% |
| 5 Year | 9.68% | 9.16% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 0.34% | 9.67% |
| 3 Year | 0.11% | 9.43% |
| 5 Year | 0.07% | 9.47% |
Risk Management
| Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.12% | 4.21% |
| Sharp | 1.4% | 0.99% |
| Beta | 0.41% | 0.54% |
| Alpha | 1.93% | 0.83% |
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 | 78.77 | 76.17 |
| Large Cap | 13.26 | 16.5 |
| Small Cap | 5.37 | 3.67 |
| Mid Cap | 2.6 | 3.66 |
Sector Allocation
| Scheme Name |
ICICI Prudential Regular Savings Fund - Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 76.94 | 75.63 |
| Energy | 1.37 | 1.36 |
| Technology | 1.43 | 2.44 |
| Communication Services | 1.97 | 1.87 |
| Healthcare | 2.55 | 1.97 |
| Financial Services | 6.51 | 8.34 |
| Basic Materials | 1.07 | 1.64 |
| Consumer Defensive | 0.88 | 0.55 |
| Real Estate | 1.64 | 0.55 |
| Consumer Cyclical | 3.59 | 3.49 |
| Industrials | 0.95 | 1.52 |
| Utilities | 1.1 | 0.65 |
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