Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI Conservative Hybrid Fund vs Tata Equity Savings Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Invest Now

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) ₹272 Cr ₹746 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 0.89% 1.54%
6 Month 3.09% 4.34%
1 Year 5.88% 7.09%
3 Year 9.65% 10.55%
5 Year 9.18% 10.94%

SIP Return Analysis

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month 1.95% 3.24%
1 Year 8.01% 10.55%
3 Year 9.41% 9.91%
5 Year 9.02% 10.14%

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% 8.46%
3 Year 7.15% 10.61%
5 Year 6.97% 11.14%

Risk Management

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 3.52% 4.13%
Sharp 0.79% 0.87%
Beta - 0.99%
Alpha - 0.77%

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 32.38 32
Large Cap 60.4 33.4
Mid Cap 6.41 2
Small Cap 0.82 -

Sector Allocation

Scheme Name

Tata Equity Savings Fund -Regular Plan-Growth Option

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 31.5 26.93
Communication Services 6.39 -
Energy 4.75 -
Industrials 10.48 -
Technology 3.78 -
Financial Services 23.89 -
Consumer Defensive 4.69 -
Healthcare 3.98 -
Basic Materials 4.27 -
Utilities 4.65 -
Consumer Cyclical 1.62 -
Telecom - Services - 1.55
Petroleum Products - 4.13
IT - Software - 5.68
Personal Products - 0
Construction - 1.77
Ferrous Metals - 0.51
Finance - 1.88
Non - Ferrous Metals - 0.35
Banks - 6.03
Realty - 2.83
Cement & Cement Products - 1.31
Pharmaceuticals & Biotechnology - 1.51
Automobiles - 2.78
Insurance - 1.05
Diversified FMCG - 1.93
Transport Infrastructure - 1.4
- - 0.84
Diversified Metals - 1.18
Consumable Fuels - 0.78
Minerals & Mining - 0
Transport Services - 0.89
Power - 2.07

Top Comparisons

ITI Overnight Fund Regular - Growth ITI Overnight Fund Regular - Growth

3Y Returns6.11%

VS

Canara Robeco Overnight Fund - Regular Plan - Growth Option Canara Robeco Overnight Fund - Regular Plan - Growth Option

3Y Returns6.33%

Compare Now

ICICI Prudential Balanced Advantage Fund - Growth ICICI Prudential Balanced Advantage Fund - Growth

3Y Returns13.43%

VS

Quant Dynamic Asset Allocation Fund Regular - Growth Quant Dynamic Asset Allocation Fund Regular - Growth

3Y Returns0%

Compare Now

Kotak Bond Fund (G) Kotak Bond Fund (G)

3Y Returns6.76%

VS

Kotak Bond Fund - Regular Plan Growth Kotak Bond Fund - Regular Plan Growth

3Y Returns6.76%

Compare Now

Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option

3Y Returns17.34%

VS

Tata Banking And Financial Services Fund-Regular Plan-Growth Tata Banking And Financial Services Fund-Regular Plan-Growth

3Y Returns16.27%

Compare Now
Add to Cart Successfully