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) | ₹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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