Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Edelweiss Equity Savings Fund vs UTI Conservative Hybrid Fund compare

Link copied to clipboard!

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

Invest Now

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

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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) ₹650 Cr ₹572 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 30 Aug 2018 13 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 1.64 1.6
Manager V Srivatsa Dhawal Dalal
ISIN Code INF789F1A744 INF843K01KG9
Exits Load UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Month 2.2% 1.93%
6 Month 2.56% 3.06%
1 Year 8.47% 10.53%
3 Year 11.02% 10.24%
5 Year 13.28% 11.56%

SIP Return Analysis

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
6 Month 2.3% 1.96%
1 Year 5.77% 6.59%
3 Year 10.92% 11.21%
5 Year 11.03% 10.31%

Rolling Lumpsum Returns

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Year 10.67% 8.68%
3 Year 10.51% 8.78%
5 Year 10.63% 8.77%

Risk Management

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Standard Deviation 4.5% 4.089%
Sharp 0.58% 0.716%
Beta 0.93% -
Alpha 1.5% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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
Funds Managed 3 12
UTI Conservative Hybrid Fund - Regular Plan - Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others 33.21 34.35
Large Cap 62.93 46.78
Mid Cap 3.86 12.37
Small Cap - 6.5

Sector Allocation

Scheme Name

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others 32.7 31.74
Communication Services 3.53 2.02
Energy 3.63 10.61
Technology 7.79 3.67
Consumer Defensive 2.03 1.94
Industrials 2.32 8.32
Basic Materials 8.43 8.54
Financial Services 24.76 17.32
Healthcare 2.31 3.58
Consumer Cyclical 9.63 9.31
Utilities 2.34 2.52
Real Estate 0.53 0.45

Top Comparisons

Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth

3Y Returns18.63%

VS

DSP Global Innovation Fund of Fund - Regular - Growth DSP Global Innovation Fund of Fund - Regular - Growth

3Y Returns13.02%

Compare Now

Franklin India Feeder - Templeton European Opportunities Fund - Growth Franklin India Feeder - Templeton European Opportunities Fund - Growth

3Y Returns4.76%

VS

Axis Global Innovation Fund of Fund - Regular Plan - Growth Axis Global Innovation Fund of Fund - Regular Plan - Growth

3Y Returns10.11%

Compare Now

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

3Y Returns7.03%

VS

Mirae Asset Ultra Short Duration Fund Regular Growth Mirae Asset Ultra Short Duration Fund Regular Growth

3Y Returns6.94%

Compare Now

WhiteOak Capital Mid Cap Fund Regular Plan Growth WhiteOak Capital Mid Cap Fund Regular Plan Growth

3Y Returns0%

VS

Motilal Oswal Midcap Fund-Regular Plan-Growth Option Motilal Oswal Midcap Fund-Regular Plan-Growth Option

3Y Returns26.97%

Compare Now
Add to Cart Successfully