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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) | ₹9977 Cr | ₹1701 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 | 1.54 | 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 | -0.39% | -0.11% |
| 6 Month | 2.65% | 1.73% |
| 1 Year | 5.57% | 4.77% |
| 3 Year | 9.64% | 9.39% |
| 5 Year | 9.85% | 9.33% |
SIP Return Analysis
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.09% | 0.91% |
| 1 Year | 7.49% | 6.23% |
| 3 Year | 8.79% | 8.76% |
| 5 Year | 9.15% | 8.87% |
Rolling Lumpsum Returns
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.43% | 9.67% |
| 3 Year | 8.6% | 9.43% |
| 5 Year | 8.49% | 9.47% |
Risk Management
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.35% | 3.78% |
| Sharp | 0.94% | 0.72% |
| Beta | 1.03% | 1.23% |
| Alpha | 0.96% | 0.13% |
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 |
| Funds Managed | 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 | 76.05 | 75.89 |
| Large Cap | 9.92 | 16.48 |
| Small Cap | 10.1 | 3.66 |
| Mid Cap | 3.93 | 3.97 |
Sector Allocation
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 76.03 | 75.38 |
| Energy | 1.4 | 1.38 |
| Consumer Cyclical | 1.07 | 3.42 |
| Basic Materials | 5.36 | 1.04 |
| Financial Services | 7.69 | 8.71 |
| Industrials | 4.18 | 1.61 |
| Healthcare | 2.15 | 2.02 |
| Consumer Defensive | 2.12 | 0.8 |
| Utilities | - | 0.63 |
| Technology | - | 2.53 |
| Communication Services | - | 1.87 |
| Real Estate | - | 0.62 |
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