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UTI Conservative Hybrid Fund vs Parag Parikh Conservative Hybrid Fund Regular compare

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tortoise-icon UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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tortoise-icon Parag Parikh Conservative Hybrid Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Parag Parikh Conservative Hybrid Fund Regular - Growth
Fund UTI Conservative Hybrid Fund - Regular Plan - Growth Option Parag Parikh Conservative Hybrid Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹1684 Cr ₹2720 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 16 Dec 2003 26 May 2021
Category Conservative Conservative
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite Debt 15:85 CRISIL Hybrid 85+15 Conservative TRI
Turn Over 32% %
Expense Ratio 1.81 0.65
Manager Amit Kumar Premchandani Rajeev Thakkar
ISIN Code INF789F01893 INF879O01209
Exits Load UTI Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Parag Parikh Conservative Hybrid Fund Regular - Growth
1 Month 0.73% 0.04%
6 Month 4.83% 4.95%
1 Year 8.38% 9.07%
3 Year 11.37% 12.2%
5 Year 11.66% -

SIP Return Analysis

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Parag Parikh Conservative Hybrid Fund Regular - Growth
6 Month 3.72% 2.62%
1 Year 9.32% 8.73%
3 Year 11.09% 11.87%
5 Year 10.37% -

Rolling Lumpsum Returns

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Parag Parikh Conservative Hybrid Fund Regular - Growth
1 Year 9.86% 10.45%
3 Year 9.33% 11.18%
5 Year 9.38% -

Risk Management

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Parag Parikh Conservative Hybrid Fund Regular - Growth
Standard Deviation 3.93% 3.23%
Sharp 1.14% 1.63%
Beta 1.19% 0.81%
Alpha 0.46% 2.49%

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Fund Managers

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Parag Parikh Conservative Hybrid Fund Regular - Growth
Name Amit Kumar Premchandani Rajeev Thakkar
Total AUM ₹13572 Cr ₹0 Cr
Funds Managed 3 5
UTI Conservative Hybrid Fund - Regular Plan - Growth Option Parag Parikh Conservative Hybrid Fund Regular - Growth

Market Cap

Scheme Name

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Parag Parikh Conservative Hybrid Fund Regular - Growth

Others 76.68 87.51
Large Cap 16.13 9.5
Small Cap 3.47 0.92
Mid Cap 3.72 2.07

Sector Allocation

Scheme Name

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Parag Parikh Conservative Hybrid Fund Regular - Growth

Others 76.39 78.33
Energy 1.38 5.06
Utilities 0.62 1.96
Technology 2.55 0.02
Consumer Cyclical 3.21 1.2
Basic Materials 1.96 1.05
Consumer Defensive 0.54 1.96
Industrials 1.58 0.05
Financial Services 8.15 1.19
Healthcare 1.77 -
Communication Services 1.52 -
Real Estate 0.33 9.18

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