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
| 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) | ₹849 Cr | ₹849 Cr | ₹382 Cr |
| Min Investment | ₹100 | ₹100 | ₹5000 |
| Min SIP Invesment | ₹250 | ₹250 | ₹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 | 0.5 | 0.5 | 1.51 |
| Manager | Dwijendra Srivastava | Dwijendra Srivastava | V Srivatsa |
| ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF789F1A744 |
| Exits Load | Nil/365 | Nil/365 | For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months./365 |
| 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 | 1.5% | 1.5% | 1.52% |
| 6 Month | 10.59% | 10.59% | 6.88% |
| 1 Year | 20.88% | 20.88% | 16.3% |
| 3 Year | 13.39% | 13.39% | 11.04% |
| 5 Year | 13.19% | 13.19% | 11.81% |
| 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 | - | - | - |
| 1 Year | 9.13% | 9.13% | 7.36% |
| 3 Year | 24.19% | 24.19% | 20.43% |
| 5 Year | 45.97% | 45.97% | 36.16% |
| 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 | 14.62% | 14.62% | 11.45% |
| 3 Year | 36.06% | 36.06% | 28.46% |
| 5 Year | 48.18% | 48.18% | 37.42% |
| 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 | 5.34% | 5.34% | 4.5% |
| Sharp | 1.16% | 1.16% | 1.05% |
| Beta | 0.97% | 0.97% | 0.88% |
| Alpha | 3.27% | 3.27% | 1.96% |
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| 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 |
| Fund Manage | 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 |
| 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 |
|---|---|---|---|
| Large Cap | 59.98 | - | 63.15 |
| Others | 17.37 | - | 33.57 |
| Small Cap | 10.67 | - | - |
| Mid Cap | 8.59 | - | 3.26 |
| 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 |
|---|---|---|---|
| Banks | 19.64 | - | - |
| Petroleum Products | 7.19 | - | - |
| It - Software | 7.33 | - | - |
| Telecom - Services | 5.47 | - | - |
| Others | 15.63 | - | 51.76 |
| Automobiles | 9.32 | - | - |
| Finance | 4.45 | - | - |
| Diversified Fmcg | 2.09 | - | - |
| Electrical Equipment | 3.01 | - | - |
| Consumer Durables | 2.12 | - | - |
| Pharmaceuticals & Biotechnology | 5.43 | - | - |
| Transport Services | 1.4 | - | - |
| Construction | 1.73 | - | 1.08 |
| Non - Ferrous Metals | 1.05 | - | - |
| Industrial Products | 0.87 | - | - |
| Capital Markets | 1.66 | - | - |
| Beverages | 1.07 | - | - |
| Cement & Cement Products | 2.07 | - | - |
| Retailing | 0.79 | - | - |
| Insurance | 0.63 | - | 0.45 |
| Auto Components | 0.59 | - | - |
| Metals & Minerals Trading | 0.45 | - | - |
| Power | 0.42 | - | - |
| Transport Infrastructure | 0.41 | - | - |
| Chemicals & Petrochemicals | 0.37 | - | - |
| Realty | 0.36 | - | - |
| Diversified Metals | 0.33 | - | - |
| Household Products | 0.26 | - | - |
| It - Services | 0.26 | - | - |
| Ferrous Metals | 0.21 | - | - |
| Sovereign | - | - | 22.75 |
| Technology | - | - | 2.33 |
| Materials | - | - | 1.07 |
| Financial | - | - | 8.72 |
| Automobile | - | - | 2.81 |
| Energy | - | - | 3.4 |
| Metals & Mining | - | - | 0.88 |
| Consumer Staples | - | - | 1.34 |
| Communication | - | - | 1.5 |
| Services | - | - | 0.97 |
| Healthcare | - | - | 0.92 |
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