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UTI Conservative Hybrid Fund vs Tata Equity Savings Fund compare

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tortoise-icon Tata Equity Savings Fund -Regular Plan-Growth Option

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tortoise-icon 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 Tata Equity Savings Fund -Regular Plan-Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Fund Tata Equity Savings Fund -Regular Plan-Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹250 Cr ₹650 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 18 Aug 2003 30 Aug 2018
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI CRISIL Equity Saving
Turn Over 59.93% 387%
Expense Ratio 1.13 1.64
Manager Sailesh Jain V Srivatsa
ISIN Code INF277K01907 INF789F1A744
Exits Load Tata Equity Savings Fund - Regular Plan - Growth charges 0.25% 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 Tata Equity Savings Fund -Regular Plan-Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month 1.86% 2.12%
6 Month 4.22% 4.64%
1 Year 9.18% 8.64%
3 Year 10.65% 12.41%
5 Year 11.62% 13.58%

SIP Return Analysis

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month 1.88% 1.95%
1 Year 5.82% 4.83%
3 Year 10.16% 10.31%
5 Year 9.45% 10.57%

Rolling Lumpsum Returns

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 7.05% 10.67%
3 Year 7.05% 10.51%
5 Year 6.89% 10.63%

Risk Management

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 4.048% 4.5%
Sharp 0.516% 0.99%
Beta - 0.93%
Alpha - 1.45%

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Fund Managers

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Name Sailesh Jain V Srivatsa
Total AUM ₹17041 Cr ₹7921 Cr
Funds Managed 7 3
Tata Equity Savings Fund -Regular Plan-Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Tata Equity Savings Fund -Regular Plan-Growth Option

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 34.75 31.96
Large Cap 55.69 30.7
Mid Cap 8.02 1.01
Small Cap 1.55 -

Sector Allocation

Scheme Name

Tata Equity Savings Fund -Regular Plan-Growth Option

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 34.29 31.96
Communication Services 5.41 -
Energy 6.21 -
Industrials 12.58 -
Healthcare 4.33 -
Basic Materials 5.5 -
Financial Services 19.96 -
Consumer Defensive 2.97 -
Technology 3.32 -
Consumer Cyclical 0.83 -
Utilities 4.59 -
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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