- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1686 Cr | ₹21 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 | 0.76% | 0.46% |
| 6 Month | 6.07% | 3.63% |
| 1 Year | 4.29% | 2.23% |
| 3 Year | 9.72% | 7.11% |
| 5 Year | 10.68% | 8.3% |
SIP Return Analysis
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.16% | -0.1% |
| 1 Year | 6.48% | 2.98% |
| 3 Year | 9.61% | 6.41% |
| 5 Year | 9.38% | 6.98% |
Rolling Lumpsum Returns
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.82% | 7.6% |
| 3 Year | 9.37% | 7.99% |
| 5 Year | 9.43% | 7.88% |
Risk Management
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.86% | 3.72% |
| Sharp | 0.63% | 0.03% |
| Beta | 1.18% | 1.16% |
| Alpha | 0.42% | -1.84% |
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 | 76.67 | 79.74 |
| Large Cap | 15.89 | 17.99 |
| Small Cap | 3.64 | - |
| Mid Cap | 3.8 | 2.28 |
Sector Allocation
| Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 76.27 | 78.46 |
| Energy | 1.32 | 2.72 |
| Utilities | 0.62 | 1.28 |
| Technology | 2.42 | 2.17 |
| Consumer Cyclical | 3.31 | 1.82 |
| Basic Materials | 1.99 | 1.86 |
| Consumer Defensive | 0.58 | 0.93 |
| Industrials | 1.46 | 0.43 |
| Financial Services | 8.02 | 7.59 |
| Healthcare | 2.01 | 0.63 |
| Communication Services | 1.67 | 2.11 |
| Real Estate | 0.32 | - |
Top Comparisons
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
3Y Returns7.11%
UTI Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.37%
Franklin India Flexi Cap Fund - Growth
3Y Returns18.71%
Kotak Flexicap Fund - Growth
3Y Returns16.69%
Mahindra Manulife Focused Fund - Regular Plan - Growth
3Y Returns19.28%
Axis Focused Fund - Regular Plan - Growth Option
3Y Returns10.46%
Tata India Pharma & Healthcare Fund-Regular Plan-Growth
3Y Returns24.36%
DSP Healthcare Fund - Regular Plan - Growth
3Y Returns24.86%
