UTI Conservative Hybrid Fund vs Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) compare

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Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

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Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

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UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹1049 Cr	₹1049 Cr	₹687 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%	1.18%
6 Month	4.68%	4.68%	4.7%
1 Year	9.61%	9.61%	6.91%
3 Year	15.51%	15.51%	12.49%
5 Year	15.91%	15.91%	12.76%

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%	3.6%
1 Year	9.93%	9.93%	8.26%
3 Year	14.05%	14.05%	11.1%
5 Year	13.78%	13.78%	11.04%

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%	10.08%
3 Year	9.37%	9.37%	10.5%
5 Year	10.08%	10.08%	10.87%

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	5.64%	5.64%	4.5%
Sharp	1.23%	1.23%	1.12%
Beta	-	-	0.94%
Alpha	-	-	1%

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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	31.68
Large Cap	58.49	58.49	29.9
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	31.68
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	-	-	1.73
Petroleum Products	-	-	1.51
IT - Software	-	-	2.73
Personal Products	-	-	0
Construction	-	-	0.44
Ferrous Metals	-	-	0
Diversified FMCG	-	-	1.22
Non - Ferrous Metals	-	-	0.23
Banks	-	-	7.36
Cement & Cement Products	-	-	1.51
Pharmaceuticals & Biotechnology	-	-	1.89
Automobiles	-	-	4.15
Insurance	-	-	0.65
Diversified Metals	-	-	0.91
Oil	-	-	0.86
Realty	-	-	0.3
Finance	-	-	1.45
Consumable Fuels	-	-	0.66
Minerals & Mining	-	-	0
Transport Services	-	-	1.41
Power	-	-	1.9