DSP Equity Savings Fund vs UTI Conservative Hybrid Fund compare

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tortoise-icon DSP 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 DSP Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Fund DSP Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹1327 Cr ₹382 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 28 Mar 2016 30 Aug 2018
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI CRISIL Equity Saving
Turn Over 444% 387%
Expense Ratio 1.27 1.51
Manager Kedar Karnik V Srivatsa
ISIN Code INF740KA1439 INF789F1A744
Exits Load Nil/365 For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name DSP Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month -0.19% -1.85%
6 Month 8.53% 4.24%
1 Year 16.83% 13.34%
3 Year 9.23% 9.41%
5 Year 9.95% 11.08%

SIP Return Analysis

Scheme Name DSP Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 14.39% 9.39%
3 Year 12.33% 12.07%
5 Year 11.5% 12.01%

Rolling Lumpsum Returns

Scheme Name DSP Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 8.29% 10.77%
3 Year 8.3% 10.67%
5 Year 7.87% 10.46%

Risk Management

Scheme Name DSP Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 4.23% 4.5%
Sharp 0.58% 0.69%
Beta 0.81% 0.92%
Alpha -0.03% 1.72%

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Fund Managers

Scheme Name DSP Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Name Kedar Karnik V Srivatsa
Total AUM ₹32997 Cr ₹7921 Cr
Fund Manage 11 3
DSP Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

DSP Equity Savings Fund - Regular Plan - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 29.04 33.57
Large Cap 48.46 63.15
Small Cap 6.17 -
Mid Cap 13.9 3.26

Sector Allocation

Scheme Name

DSP Equity Savings Fund - Regular Plan - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 40.12 51.76
Chemicals 1.69 -
Automobile 3.63 2.81
Metals & Mining -0.04 0.88
Healthcare 4.62 0.92
Consumer Staples 2.04 1.34
Materials 0.5 1.07
Financial 21.73 8.72
Insurance 2.27 0.45
Energy 1.49 3.4
Consumer Discretionary -0.01 -
Construction 1.65 1.08
Services 0.32 0.97
Capital Goods -5.5511151231258E-17 -
Communication 0.73 1.5
Technology 2.42 2.33
Sovereign 14.41 22.75

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