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) | ₹265 Cr | ₹687 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 | 1.17% | 1.06% |
6 Month | 4.12% | 4.53% |
1 Year | 6.97% | 6.9% |
3 Year | 11.01% | 12.55% |
5 Year | 10.87% | 12.66% |
SIP Return Analysis
Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.37% | 3.6% |
1 Year | 8.61% | 8.26% |
3 Year | 10.9% | 11.1% |
5 Year | 9.91% | 11.04% |
Rolling Lumpsum Returns
Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.11% | 10.08% |
3 Year | 7.08% | 10.5% |
5 Year | 6.92% | 10.87% |
Risk Management
Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 3.93% | 4.5% |
Sharp | 0.84% | 1.12% |
Beta | - | 0.94% |
Alpha | - | 1% |
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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 | 31.68 |
Large Cap | 55.69 | 29.9 |
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 | 31.68 |
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 | - | 1.73 |
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 |
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