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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
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 | 2.34% | 2.29% |
| 6 Month | -0.45% | 0.22% |
| 1 Year | 7% | 9.06% |
| 3 Year | 10.04% | 9.77% |
| 5 Year | 13.85% | 12.07% |
SIP Return Analysis
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.97% | 1.04% |
| 1 Year | 3.65% | 5.42% |
| 3 Year | 10.42% | 10.92% |
| 5 Year | 10.85% | 10.21% |
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 | 0.71% | 0.716% |
| Beta | 0.94% | - |
| Alpha | 1.61% | - |
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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 |
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