UTI Conservative Hybrid Fund vs Tata Equity Savings Fund compare
Tata Equity Savings Fund -Regular Plan-Growth Option
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹270 Cr | ₹733 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 | 0.84% | 1.08% |
| 6 Month | 3.75% | 4.23% |
| 1 Year | 6.34% | 6.6% |
| 3 Year | 9.93% | 10.72% |
| 5 Year | 9.35% | 11.31% |
SIP Return Analysis
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.34% | 1.96% |
| 1 Year | 6.89% | 7.98% |
| 3 Year | 9.21% | 9.28% |
| 5 Year | 8.87% | 9.75% |
Rolling Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.02% | 8.6% |
| 3 Year | 7.14% | 10.61% |
| 5 Year | 6.96% | 11.13% |
Risk Management
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.55% | 4.5% |
| Sharp | 0.83% | 1.1% |
| Beta | - | 0.98% |
| Alpha | - | 0.67% |
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 | 35.11 | 34.32 |
| Large Cap | 58.04 | 62.71 |
| Mid Cap | 6.07 | 2.97 |
| Small Cap | 0.77 | - |
Sector Allocation
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.33 | 27.6 |
| Communication Services | 5.89 | 2.75 |
| Energy | 4.39 | 4.91 |
| Industrials | 9.91 | 4.77 |
| Technology | 3.51 | 6.04 |
| Financial Services | 22.66 | 25.26 |
| Consumer Defensive | 4.81 | 2 |
| Healthcare | 3.82 | 2.11 |
| Basic Materials | 4.32 | 9.7 |
| Utilities | 4.74 | 2.5 |
| Consumer Cyclical | 1.62 | 8.69 |
| Real Estate | - | 3.67 |
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