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UTI Conservative Hybrid Fund vs SBI Conservative Hybrid Fund compare
SBI Conservative Hybrid Fund - Regular Plan - Growth
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Conservative Hybrid Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹10076 Cr | ₹1645 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 23 Mar 2001 | 16 Dec 2003 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 | NIFTY 50 Hybrid Composite Debt 15:85 |
| Turn Over | 252% | 32% |
| Expense Ratio | 1.12 | 1.81 |
| Manager | Pradeep Kesavan | Amit Kumar Premchandani |
| ISIN Code | INF200K01859 | INF789F01893 |
| Exits Load | SBI Conservative Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.59% | -0.07% |
| 6 Month | 0.31% | 1.42% |
| 1 Year | 7.89% | 9.75% |
| 3 Year | 8.87% | 8.46% |
| 5 Year | 10.3% | 9.74% |
SIP Return Analysis
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 5.11% | 7.25% |
| 3 Year | 9.86% | 10.38% |
| 5 Year | 10.32% | 10.32% |
Rolling Lumpsum Returns
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.51% | 9.83% |
| 3 Year | 8.46% | 9.34% |
| 5 Year | 8.38% | 9.33% |
Risk Management
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.08% | 4.21% |
| Sharp | 1.21% | 0.83% |
| Beta | 0.52% | 0.78% |
| Alpha | 3.14% | 2.48% |
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Fund Managers
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Amit Kumar Premchandani |
| Total AUM | ₹434274 Cr | ₹13572 Cr |
| Fund Manage | 43 | 3 |
| SBI Conservative Hybrid Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 76.36 | 76.58 |
| Large Cap | 7.42 | 14.97 |
| Small Cap | 12.74 | 4.21 |
| Mid Cap | 3.48 | 4.19 |
Sector Allocation
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 76.36 | 76.58 |
| Petroleum Products | 0.49 | 0.63 |
| IT - Software | 2.08 | 2.62 |
| Industrial Manufacturing | 0.9 | - |
| Capital Markets | 1 | 0.34 |
| Banks | 3.41 | 6.18 |
| Cement & Cement Products | 0.55 | 0.62 |
| Pharmaceuticals & Biotechnology | 0.92 | 1.78 |
| Auto Components | 1.32 | 0.31 |
| Consumer Durables | 1.2 | 0.9 |
| Chemicals & Petrochemicals | 1.09 | - |
| Transport Infrastructure | 0.74 | 0.22 |
| Personal Products | 0.51 | 0.48 |
| Agricultural Food & other Products | 0.69 | 0.21 |
| Industrial Products | 2.91 | 0.19 |
| Insurance | 0.41 | 0.7 |
| Diversified FMCG | 0.36 | 0.24 |
| Electrical Equipment | 0.4 | 0.1 |
| Construction | 0.88 | 0.18 |
| Finance | 1.56 | 0.35 |
| Textiles & Apparels | 0.7 | 0.17 |
| Transport Services | 0.32 | 0.37 |
| Food Products | 0.73 | - |
| Leisure Services | 0.47 | 0.16 |
| Gas | - | 0.2 |
| Ferrous Metals | - | 0.55 |
| Non - Ferrous Metals | - | 0.5 |
| Healthcare Services | - | 0.53 |
| Automobiles | - | 1.1 |
| Fertilizers & Agrochemicals | - | 0.28 |
| Entertainment | - | 0.29 |
| Realty | - | 0.32 |
| Aerospace & Defense | - | 0.24 |
| Telecom - Services | - | 0.88 |
| Power | - | 0.56 |
| Consumable Fuels | - | 0.37 |
| Minerals & Mining | - | 0.24 |
| Retailing | - | 0.56 |
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