UTI Conservative Hybrid Fund vs Mahindra Manulife Equity Savings Fund compare

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tortoise-icon Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

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tortoise-icon 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) ₹572 Cr ₹613 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 2.35 1.65
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

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month -1.04% -0.22%
6 Month -0.82% 0.73%
1 Year 7.13% 8.63%
3 Year 8.2% 10.21%
5 Year 10.39% 10.75%

SIP Return Analysis

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 2.59% 4.7%
3 Year 9.53% 10.89%
5 Year 10.37% 11.28%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 7.96% 10.77%
3 Year 10.53% 10.67%
5 Year 9.04% 10.46%

Risk Management

Scheme Name Mahindra Manulife Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 5.82% 4.5%
Sharp 0.62% 0.63%
Beta 1.08% 0.92%
Alpha 0.2% 1.86%

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Fund Managers

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
Fund Manage 3 3
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 31.5 33.86
Small Cap 9.65 0.17
Large Cap 54.93 23.09
Mid Cap 3.92 0.68

Sector Allocation

Scheme Name

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 31.5 33.86
Cement & Cement Products 7.58 0.87
Petroleum Products 3.92 0.43
IT - Software 5.66 3.22
Personal Products 0.52 0
Construction 2.78 0.41
Finance 4.25 1.1
Diversified FMCG 4.37 1.26
Non - Ferrous Metals 1.33 0.18
Banks 12.53 6.31
Agricultural, Commercial & Construction Vehicles 0.36 -
Pharmaceuticals & Biotechnology 3.74 1.45
Ferrous Metals 1.88 -0.01
Industrial Manufacturing 0.45 -
Realty 2.78 0.2
Automobiles 2.77 2.12
Industrial Products 1.94 -
Insurance 0.98 1
Chemicals & Petrochemicals 0.33 -
Gas 1.13 0.66
Fertilizers & Agrochemicals 0.6 -
Consumer Durables 1.13 -
Agricultural Food & other Products 1.18 -
Textiles & Apparels 0.61 -
Oil 0.28 0.38
Auto Components 1.57 -
Power 1.89 1.45
Consumable Fuels 0.92 0.1
Household Products 0.37 -
Retailing 0.65 -
Telecom - Services - 1.22
Diversified Metals - 0.8
Minerals & Mining - -0.01
Transport Services - 0.8

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