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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) | ₹1690 Cr | ₹3074 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 | 1.14% | 0.71% |
| 6 Month | 2.58% | 3.36% |
| 1 Year | 5.81% | 7.39% |
| 3 Year | 9.82% | 11.73% |
| 5 Year | 10.45% | - |
SIP Return Analysis
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| 6 Month | 0.16% | 0.98% |
| 1 Year | 4.44% | 6.6% |
| 3 Year | 8.5% | 10.17% |
| 5 Year | 8.73% | - |
Rolling Lumpsum Returns
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| 1 Year | 9.76% | 9.94% |
| 3 Year | 9.39% | 11.23% |
| 5 Year | 9.45% | - |
Risk Management
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 3.79% | 3.09% |
| Sharp | 0.79% | 1.53% |
| Beta | 1.21% | 0.80% |
| Alpha | 0.02% | 2.72% |
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 | 76.75 | 90.11 |
| Large Cap | 16.07 | 7 |
| Small Cap | 3.54 | 0.85 |
| Mid Cap | 3.64 | 2.05 |
Sector Allocation
| Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Others | 76.24 | 80.33 |
| Energy | 1.34 | 4.05 |
| Utilities | 0.62 | 1.98 |
| Technology | 2.41 | 0 |
| Consumer Cyclical | 3.47 | 0.85 |
| Basic Materials | 1.78 | 0 |
| Consumer Defensive | 0.56 | 1.98 |
| Industrials | 1.48 | 0 |
| Financial Services | 8.01 | 1.04 |
| Healthcare | 1.96 | - |
| Communication Services | 1.73 | - |
| Real Estate | 0.41 | 9.78 |
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