BANDHAN Equity Savings Fund vs UTI Conservative Hybrid Fund compare

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tortoise-icon BANDHAN Equity Savings Fund - Regular Plan - Growth

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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 BANDHAN Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Fund BANDHAN Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹194 Cr ₹613 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 09 Jun 2008 30 Aug 2018
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark CRISIL Equity Saving CRISIL Equity Saving
Turn Over 22% 387%
Expense Ratio 1.09 1.65
Manager Harshal Joshi V Srivatsa
ISIN Code INF194K01581 INF789F1A744
Exits Load Bandhan 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 BANDHAN Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month 0.59% 0.38%
6 Month 1.73% 0.69%
1 Year 7.6% 8.44%
3 Year 6.65% 10.05%
5 Year 7.7% 11.09%

SIP Return Analysis

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 4.93% 4.66%
3 Year 7.53% 10.77%
5 Year 7.73% 11.27%

Rolling Lumpsum Returns

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 6.86% 10.77%
3 Year 7.06% 10.67%
5 Year 6.86% 10.46%

Risk Management

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 2.76% 4.5%
Sharp 0.25% 0.63%
Beta 0.55% 0.92%
Alpha -1.08% 1.86%

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Fund Managers

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Name Harshal Joshi V Srivatsa
Total AUM ₹42965 Cr ₹7921 Cr
Fund Manage 20 3
BANDHAN Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

BANDHAN Equity Savings Fund - Regular Plan - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others -23.75 33.86
Large Cap 64.46 23.09
Mid Cap 2.56 0.68
Small Cap - 0.17

Sector Allocation

Scheme Name

BANDHAN Equity Savings Fund - Regular Plan - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others -23.75 33.86
Petroleum Products 3.95 0.43
IT - Software 7.97 3.22
Personal Products 1.61 0
Construction 3.4 0.41
Ferrous Metals 1.13 -0.01
Consumer Durables 0.69 -
Diversified FMCG 2.66 1.26
Banks 18.99 6.31
Pharmaceuticals & Biotechnology 4.64 1.45
Cement & Cement Products 2.29 0.87
Automobiles 4.57 2.12
Transport Services 0.3 0.8
Insurance 0.77 1
Agricultural Food & other Products 0.32 -
Food Products 0.73 -
Power 2.96 1.45
Finance 3.83 1.1
Chemicals & Petrochemicals 2.48 -
Auto Components 0.33 -
Telecom - Services 3.04 1.22
Healthcare Services 0.36 -
Non - Ferrous Metals - 0.18
Gas - 0.66
Diversified Metals - 0.8
Oil - 0.38
Realty - 0.2
Consumable Fuels - 0.1
Minerals & Mining - -0.01

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