- 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 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) | ₹1116 Cr | ₹1116 Cr | ₹709 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 | 1.57% | 1.57% | -0.24% |
| 6 Month | 4.68% | 4.68% | 4% |
| 1 Year | 9.61% | 9.61% | 4.23% |
| 3 Year | 15.51% | 15.51% | 10.42% |
| 5 Year | 15.91% | 15.91% | 11.53% |
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 | 4.17% | 4.17% | 1.05% |
| 1 Year | 9.93% | 9.93% | 4.64% |
| 3 Year | 14.05% | 14.05% | 9.21% |
| 5 Year | 13.78% | 13.78% | 9.84% |
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 | 9.52% | 9.52% | 9.59% |
| 3 Year | 9.37% | 9.37% | 10.61% |
| 5 Year | 10.08% | 10.08% | 11.01% |
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 | 5.34% | 5.34% | 4.5% |
| Sharp | 1.22% | 1.22% | 1.15% |
| Beta | - | - | 0.06% |
| Alpha | - | - | 4.64% |
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 | 34.86 |
| Large Cap | 58.49 | 58.49 | 62.4 |
| Mid Cap | 8.77 | 8.77 | 2.74 |
| 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 | 32.18 |
| Energy | 8.35 | 8.35 | 4.99 |
| Technology | 8.85 | 8.85 | 7.35 |
| Basic Materials | 2.65 | 2.65 | 8.63 |
| Industrials | 6.64 | 6.64 | 3.39 |
| Financial Services | 21.31 | 21.31 | 24.88 |
| Consumer Defensive | 4.31 | 4.31 | 1.31 |
| Healthcare | 3.57 | 3.57 | 2.67 |
| Consumer Cyclical | 10.06 | 10.06 | 7.95 |
| Communication Services | 5.78 | 5.78 | 2.97 |
| Real Estate | 0.25 | 0.25 | 1.28 |
| Utilities | 0.54 | 0.54 | 2.4 |
Top Comparisons
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns27.3%
DSP Small Cap Fund - Regular - Growth
3Y Returns21.01%
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
3Y Returns13.52%
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
3Y Returns12.78%
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns19.18%
DSP Banking & Financial Services Fund - Reg (G)
3Y Returns0%
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns20.15%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns22.13%
