Edelweiss Equity Savings Fund vs UTI Conservative Hybrid Fund compare
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹382 Cr | ₹439 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Aug 2018 | 05 Oct 2014 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Equity Saving | NIFTY Equity Savings TRI |
| Turn Over | 387% | 87% |
| Expense Ratio | 1.51 | 1.56 |
| Manager | V Srivatsa | Dhawal Dalal |
| ISIN Code | INF789F1A744 | INF843K01KG9 |
| Exits Load | For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months./365 | Exit load of 0.25%, if redeemed within 30 days./365 |
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.68% | -1.09% |
| 6 Month | 4.68% | 7.29% |
| 1 Year | 15.36% | 15.84% |
| 3 Year | 10.08% | 8.91% |
| 5 Year | 11.14% | 10.77% |
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.36% | 7.57% |
| 3 Year | 20.43% | 18.17% |
| 5 Year | 36.16% | 31.29% |
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.68% | 8.53% |
| 3 Year | 10.65% | 8.68% |
| 5 Year | 10.44% | 8.52% |
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.5% | 3.86% |
| Sharp | 0.83% | 0.63% |
| Beta | 0.19% | 0.23% |
| Alpha | 2.67% | 1.16% |
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| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | V Srivatsa | Dhawal Dalal |
| Total AUM | ₹7921 Cr | ₹25974 Cr |
| Fund Manage | 3 | 12 |
| UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
| Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 33.57 | 35.98 |
| Large Cap | 63.15 | 43.95 |
| Mid Cap | 3.26 | 15.51 |
| Small Cap | - | 4.55 |
| Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 51.76 | 56.09 |
| Construction | 1.08 | 1.57 |
| Materials | 1.07 | 0.9 |
| Consumer Staples | 1.34 | 1.65 |
| Healthcare | 0.92 | 1.85 |
| Energy | 3.4 | 2.58 |
| Technology | 2.33 | 2.13 |
| Automobile | 2.81 | 2.04 |
| Financial | 8.72 | 8.36 |
| Metals & Mining | 0.88 | 0.38 |
| Insurance | 0.45 | - |
| Sovereign | 22.75 | 15.22 |
| Communication | 1.5 | 0.96 |
| Services | 0.97 | 2.52 |
| Textiles | - | 0.17 |
| Capital Goods | - | 0.67 |
| Chemicals | - | 0.47 |
| Unclassified | - | 2.43 |
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