Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon Parag Parikh Conservative Hybrid Fund Regular - Growth

Invest Now

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) ₹1686 Cr ₹2955 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 0.76% 0.49%
6 Month 6.07% 5.08%
1 Year 4.29% 6.59%
3 Year 9.72% 11.19%
5 Year 10.68% -

SIP Return Analysis

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Parag Parikh Conservative Hybrid Fund Regular - Growth
6 Month 1.16% 0.81%
1 Year 6.48% 6.61%
3 Year 9.61% 10.61%
5 Year 9.38% -

Rolling Lumpsum Returns

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Parag Parikh Conservative Hybrid Fund Regular - Growth
1 Year 9.82% 10.2%
3 Year 9.37% 11.25%
5 Year 9.43% -

Risk Management

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Parag Parikh Conservative Hybrid Fund Regular - Growth
Standard Deviation 3.86% 3.31%
Sharp 0.63% 1.18%
Beta 1.18% 0.85%
Alpha 0.42% 2.39%

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 76.67 86.89
Large Cap 15.89 10.23
Small Cap 3.64 0.84
Mid Cap 3.8 2.04

Sector Allocation

Scheme Name

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Parag Parikh Conservative Hybrid Fund Regular - Growth

Others 76.27 78.05
Energy 1.32 4.94
Utilities 0.62 2.01
Technology 2.42 0.02
Consumer Cyclical 3.31 1.09
Basic Materials 1.99 1.05
Consumer Defensive 0.58 1.97
Industrials 1.46 0.05
Financial Services 8.02 1.98
Healthcare 2.01 -
Communication Services 1.67 -
Real Estate 0.32 8.84

Top Comparisons

ICICI Prudential Floating Interest Fund - Growth ICICI Prudential Floating Interest Fund - Growth

3Y Returns7.67%

VS

Axis Floater Fund - Regular Plan - Growth Axis Floater Fund - Regular Plan - Growth

3Y Returns7.95%

Compare Now

ICICI Prudential Gilt Fund - Growth ICICI Prudential Gilt Fund - Growth

3Y Returns7.75%

VS

Canara Robeco Gilt Fund - Regular Plan - Growth Option Canara Robeco Gilt Fund - Regular Plan - Growth Option

3Y Returns6.66%

Compare Now

Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option

3Y Returns15.83%

VS

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

3Y Returns17.65%

Compare Now

Canara Robeco Flexicap Fund - Regular Plan - Growth Option Canara Robeco Flexicap Fund - Regular Plan - Growth Option

3Y Returns15.72%

VS

Axis Flexi Cap Fund - Regular Plan - Growth Axis Flexi Cap Fund - Regular Plan - Growth

3Y Returns14.49%

Compare Now
Add to Cart Successfully