UTI Conservative Hybrid Fund vs Nippon India Equity Savings Fund compare
Nippon India Equity Savings Fund- Growth Plan- Bonus Option
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹481 Cr | ₹650 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 May 2015 | 30 Aug 2018 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | CRISIL Equity Saving |
Turn Over | 544% | 387% |
Expense Ratio | 1.65 | 1.64 |
Manager | Anand Devendra Gupta | V Srivatsa |
ISIN Code | INF204KA1W02 | INF789F1A744 |
Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month./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 | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -0.47% | 2.26% |
6 Month | 1.39% | 2.27% |
1 Year | 7.91% | 7.75% |
3 Year | 7.98% | 11.37% |
5 Year | 5.59% | 13.22% |
SIP Return Analysis
Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | 1.95% |
1 Year | 5.42% | 4.83% |
3 Year | 9.17% | 10.31% |
5 Year | 8.95% | 10.57% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.7% | 10.67% |
3 Year | 2.98% | 10.51% |
5 Year | 1.86% | 10.63% |
Risk Management
Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 4.11% | 4.5% |
Sharp | 0.39% | 0.99% |
Beta | 0.67% | 0.93% |
Alpha | 0.15% | 1.45% |
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Fund Managers
Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Anand Devendra Gupta | V Srivatsa |
Total AUM | ₹12754 Cr | ₹7921 Cr |
Funds Managed | 3 | 3 |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 75.78 | 31.96 |
Large Cap | 64.22 | 30.7 |
Small Cap | 1.93 | - |
Mid Cap | 4.07 | 1.01 |
Sector Allocation
Scheme Name |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 75.78 | 31.96 |
Telecom - Services | 1.11 | 1.79 |
Petroleum Products | 5.6 | 1.02 |
IT - Software | 5.32 | 2.56 |
Construction | 4.46 | 0.47 |
Pharmaceuticals & Biotechnology | 1.48 | 1.91 |
Personal Products | 0.23 | 0 |
Ferrous Metals | 1.48 | 0 |
Finance | 2.7 | 1.93 |
Consumer Durables | 0.58 | - |
Diversified FMCG | 3.86 | 1.28 |
Banks | 16.92 | 7.4 |
Cement & Cement Products | 3.89 | 1.55 |
Automobiles | 5.92 | 4.52 |
Insurance | 1.18 | 0.44 |
Diversified Metals | 3.02 | 1.02 |
Agricultural, Commercial & Construction Vehicles | 1.35 | - |
Aerospace & Defense | 0.53 | - |
Realty | 0.38 | 0.54 |
Industrial Products | 0.68 | - |
Consumable Fuels | 3.15 | 0.64 |
Fertilizers & Agrochemicals | 0.53 | - |
Retailing | 0.43 | - |
Power | 4.73 | 1.77 |
Auto Components | 0.69 | - |
Non - Ferrous Metals | - | 0.26 |
Gas | - | 0.34 |
Oil | - | 0.88 |
Minerals & Mining | - | 0 |
Transport Services | - | 1.39 |
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