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UTI Conservative Hybrid Fund vs SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan compare
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Fund | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹1706 Cr | ₹22 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 16 Dec 2003 | 25 Jan 2010 |
| 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% | 252% |
| Expense Ratio | 1.81 | 2.19 |
| Manager | Amit Kumar Premchandani | Dwijendra Srivastava |
| ISIN Code | INF789F01893 | INF903J01HB0 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.13% | -0.23% |
| 6 Month | 4.89% | 3.52% |
| 1 Year | 6.53% | 4.75% |
| 3 Year | 10.27% | 7.87% |
| 5 Year | 11.14% | 8.52% |
SIP Return Analysis
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.41% | 1.24% |
| 1 Year | 7.45% | 4.7% |
| 3 Year | 10.56% | 7.51% |
| 5 Year | 10.05% | 7.74% |
Rolling Lumpsum Returns
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.86% | 7.65% |
| 3 Year | 9.33% | 7.91% |
| 5 Year | 9.38% | 7.78% |
Risk Management
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.93% | 3.62% |
| Sharp | 1.14% | 0.53% |
| Beta | 1.19% | 1.11% |
| Alpha | 0.46% | -1.82% |
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Fund Managers
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Name | Amit Kumar Premchandani | Dwijendra Srivastava |
| Total AUM | ₹13572 Cr | ₹14140 Cr |
| Funds Managed | 3 | 14 |
| UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 76.1 | 79.84 |
| Large Cap | 16.44 | 18.17 |
| Small Cap | 3.55 | - |
| Mid Cap | 3.9 | 1.98 |
Sector Allocation
| Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 75.67 | 78.72 |
| Energy | 1.41 | 2.48 |
| Utilities | 0.66 | 1 |
| Technology | 2.64 | 2.2 |
| Consumer Cyclical | 3.42 | 1.46 |
| Basic Materials | 2.04 | 1.51 |
| Consumer Defensive | 0.53 | 1.62 |
| Industrials | 1.59 | 0.54 |
| Financial Services | 8.23 | 8.04 |
| Healthcare | 1.91 | 0.45 |
| Communication Services | 1.57 | 1.97 |
| Real Estate | 0.33 | - |
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