UTI Conservative Hybrid Fund vs Parag Parikh Conservative Hybrid Fund Regular compare
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Parag Parikh Conservative Hybrid Fund Regular - Growth
Chart Comparison
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) | ₹1701 Cr | ₹3168 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 | -0.16% | -0.29% |
| 6 Month | 1.46% | 1.91% |
| 1 Year | 5.04% | 6.89% |
| 3 Year | 9.39% | 11.04% |
| 5 Year | 9.13% | - |
SIP Return Analysis
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| 6 Month | 0.91% | 1.29% |
| 1 Year | 6.23% | 6.99% |
| 3 Year | 8.76% | 10% |
| 5 Year | 8.87% | - |
Rolling Lumpsum Returns
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| 1 Year | 9.65% | 9.94% |
| 3 Year | 9.42% | 11.23% |
| 5 Year | 9.47% | - |
Risk Management
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 4.21% | 3.09% |
| Sharp | 0.95% | 1.37% |
| Beta | 0.55% | 0.80% |
| Alpha | 0.88% | 2.50% |
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 | 75.89 | 87.17 |
| Large Cap | 16.48 | 10.03 |
| Small Cap | 3.66 | 0.73 |
| Mid Cap | 3.97 | 2.06 |
Sector Allocation
| Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Others | 75.38 | 77.89 |
| Energy | 1.38 | 5 |
| Utilities | 0.63 | 1.97 |
| Technology | 2.53 | 0.02 |
| Consumer Cyclical | 3.42 | 0.73 |
| Basic Materials | 1.04 | 0.93 |
| Consumer Defensive | 0.8 | 2.01 |
| Industrials | 1.61 | 0.05 |
| Financial Services | 8.71 | 2.04 |
| Healthcare | 2.02 | - |
| Communication Services | 1.87 | 0.08 |
| Real Estate | 0.62 | 9.28 |
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