UTI Conservative Hybrid Fund vs Mahindra Manulife Equity Savings Fund compare

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Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

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UTI Conservative Hybrid 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	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Fund	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Moderate	Moderate
Asset Size (Cr)	₹558 Cr	₹733 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	01 Feb 2017	30 Aug 2018
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Equity Savings TRI	CRISIL Equity Saving
Turn Over	353%	387%
Expense Ratio	2.37	1.64
Manager	Kush Sonigara	V Srivatsa
ISIN Code	INF174V01150	INF789F1A744
Exits Load	Mahindra Manulife Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365	UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month	1.4%	1.5%
6 Month	5.87%	3.56%
1 Year	6.64%	6.76%
3 Year	9.77%	10.64%
5 Year	11.38%	11.76%

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	3.14%	2.54%
1 Year	10.75%	8.77%
3 Year	9.66%	9.63%
5 Year	9.31%	9.99%

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year	7.16%	9.18%
3 Year	10.23%	10.57%
5 Year	10.46%	11.08%

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	4.94%	4.5%
Sharp	0.58%	1.11%
Beta	-	0.09%
Alpha	-	4.34%

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Name	Kush Sonigara	V Srivatsa
Total AUM	₹889 Cr	₹7921 Cr
Funds Managed	3	3
	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	38.2	32.53
Large Cap	46.49	33.45
Small Cap	7.24	-
Mid Cap	8.07	1.91

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	25.78	28.82
Energy	5.06	-
Technology	3	-
Industrials	5.49	-
Financial Services	23.15	-
Consumer Defensive	2.36	-
Basic Materials	11.08	-
Real Estate	7.9	-
Healthcare	4.52	-
Consumer Cyclical	8.71	-
Utilities	1.85	-
Communication Services	1.1	-
Telecom - Services	-	1.83
Petroleum Products	-	3.82
IT - Software	-	5.26
Personal Products	-	0
Construction	-	1.63
Ferrous Metals	-	0.45
Finance	-	1.49
Diversified FMCG	-	2
Non - Ferrous Metals	-	0.38
Banks	-	5.73
Realty	-	2.86
Cement & Cement Products	-	1.27
Pharmaceuticals & Biotechnology	-	2.09
Automobiles	-	3.29
Insurance	-	0.98
-	-	0.85
Diversified Metals	-	1.28
Oil	-	0.1
Consumable Fuels	-	0.75
Minerals & Mining	-	-0.01
Transport Services	-	0.9
Power	-	2.12