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UTI Conservative Hybrid Fund vs Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) compare
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Fund | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderate | Moderate | Moderate |
| Asset Size (Cr) | ₹1067 Cr | ₹1067 Cr | ₹650 Cr |
| Min Investment | ₹100 | ₹100 | ₹5000 |
| Min SIP Invesment | ₹200000 | ₹200000 | ₹500 |
| Min Addl Investment | ₹100 | ₹100 | ₹1000 |
| Launch Date | 02 Jan 2013 | 02 Jan 2013 | 30 Aug 2018 |
| Category | Equity Savings | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI | CRISIL Equity Saving |
| Turn Over | % | % | 387% |
| Expense Ratio | 0.75 | 0.75 | 1.64 |
| Manager | Dwijendra Srivastava | Dwijendra Srivastava | V Srivatsa |
| ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF789F1A744 |
| Exits Load | Sundaram Equity Savings Fund - Direct Plan - Growth Accumulation Plan charges 0.5% of sell value; if fund sold before 7 days. There are no other charges./365 | Sundaram Equity Savings Fund - Direct Plan - Growth Accumulation Plan charges 0.5% of sell value; if fund sold before 7 days. There are no other charges./365 | UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | 1.74% | 1.74% | 1.2% |
| 6 Month | 4.53% | 4.53% | 4.09% |
| 1 Year | 10.87% | 10.87% | 7.99% |
| 3 Year | 14.19% | 14.19% | 11.87% |
| 5 Year | 16.89% | 16.89% | 13.49% |
SIP Return Analysis
| Scheme Name | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | 3.87% | 3.87% | 3.55% |
| 1 Year | 9.34% | 9.34% | 8.07% |
| 3 Year | 14.1% | 14.1% | 11.38% |
| 5 Year | 13.81% | 13.81% | 11.18% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 9.43% | 9.43% | 10.67% |
| 3 Year | 9.27% | 9.27% | 10.51% |
| 5 Year | 10.01% | 10.01% | 10.63% |
Risk Management
| Scheme Name | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 5.681% | 5.681% | 4.5% |
| Sharp | 0.875% | 0.875% | 0.99% |
| Beta | - | - | 0.93% |
| Alpha | - | - | 1.45% |
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Fund Managers
| Scheme Name | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Name | Dwijendra Srivastava | Dwijendra Srivastava | V Srivatsa |
| Total AUM | ₹14140 Cr | ₹14140 Cr | ₹7921 Cr |
| Funds Managed | 14 | 14 | 3 |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option |
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 27.55 | 27.55 | 31.96 |
| Large Cap | 58.49 | 58.49 | 30.7 |
| Mid Cap | 8.77 | 8.77 | 1.01 |
| Small Cap | 5.19 | 5.19 | - |
Sector Allocation
| Scheme Name |
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option |
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 27.69 | 27.69 | 31.96 |
| Energy | 8.35 | 8.35 | - |
| Technology | 8.85 | 8.85 | - |
| Basic Materials | 2.65 | 2.65 | - |
| Industrials | 6.64 | 6.64 | - |
| Financial Services | 21.31 | 21.31 | - |
| Consumer Defensive | 4.31 | 4.31 | - |
| Healthcare | 3.57 | 3.57 | - |
| Consumer Cyclical | 10.06 | 10.06 | - |
| Communication Services | 5.78 | 5.78 | - |
| Real Estate | 0.25 | 0.25 | - |
| Utilities | 0.54 | 0.54 | - |
| Telecom - Services | - | - | 1.79 |
| Petroleum Products | - | - | 1.02 |
| IT - Software | - | - | 2.56 |
| Personal Products | - | - | 0 |
| Construction | - | - | 0.47 |
| Ferrous Metals | - | - | 0 |
| Diversified FMCG | - | - | 1.28 |
| Non - Ferrous Metals | - | - | 0.26 |
| Banks | - | - | 7.4 |
| Cement & Cement Products | - | - | 1.55 |
| Pharmaceuticals & Biotechnology | - | - | 1.91 |
| Automobiles | - | - | 4.52 |
| Insurance | - | - | 0.44 |
| Gas | - | - | 0.34 |
| Diversified Metals | - | - | 1.02 |
| Oil | - | - | 0.88 |
| Realty | - | - | 0.54 |
| Finance | - | - | 1.93 |
| Consumable Fuels | - | - | 0.64 |
| Minerals & Mining | - | - | 0 |
| Transport Services | - | - | 1.39 |
| Power | - | - | 1.77 |
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