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UTI Conservative Hybrid Fund vs SBI Conservative Hybrid Fund compare

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tortoise-icon SBI Conservative Hybrid Fund - Regular Plan - Growth

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹9643 Cr ₹1684 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 0.63% 0.47%
6 Month 5.15% 5.27%
1 Year 6.76% 8%
3 Year 11.18% 11.09%
5 Year 11.61% 11.42%

SIP Return Analysis

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month 4.06% 3.72%
1 Year 9.17% 9.32%
3 Year 10.66% 11.09%
5 Year 10.43% 10.37%

Rolling Lumpsum Returns

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 8.51% 9.86%
3 Year 8.5% 9.33%
5 Year 8.43% 9.38%

Risk Management

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 3.44% 3.93%
Sharp 1.28% 1.14%
Beta 0.98% 1.19%
Alpha 1.13% 0.46%

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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
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 76.88 76.1
Large Cap 11.49 16.44
Small Cap 8.75 3.55
Mid Cap 2.88 3.9

Sector Allocation

Scheme Name

SBI Conservative Hybrid Fund - Regular Plan - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 76.88 75.67
Energy 2.45 1.41
Technology 1.23 2.64
Basic Materials 3.55 2.04
Financial Services 7.92 8.23
Healthcare 0.56 1.91
Consumer Cyclical 2.33 3.42
Consumer Defensive 1.75 0.53
Industrials 3.32 1.59
Utilities - 0.66
Communication Services - 1.57
Real Estate - 0.33

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