Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Conservative Hybrid Fund vs UTI Conservative Hybrid Fund compare

Link copied to clipboard!

tortoise-icon SBI Conservative Hybrid Fund - Regular Plan - Growth

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Fund SBI Conservative Hybrid Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹9761 Cr ₹1633 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 23 Mar 2001 16 Dec 2003
Category Conservative Conservative
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite Debt 15:85 NIFTY 50 Hybrid Composite Debt 15:85
Turn Over 252% 32%
Expense Ratio 1.54 1.81
Manager Pradeep Kesavan Amit Kumar Premchandani
ISIN Code INF200K01859 INF789F01893
Exits Load SBI Conservative Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 UTI Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month 2.71% 2.64%
6 Month -0.52% -0.44%
1 Year 8.57% 10.21%
3 Year 9.55% 8.96%
5 Year 12.51% 12.26%

SIP Return Analysis

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month 0.73% 0.98%
1 Year 3.9% 5.42%
3 Year 9.68% 10.24%
5 Year 10.11% 10.09%

Rolling Lumpsum Returns

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 8.51% 9.83%
3 Year 8.46% 9.34%
5 Year 8.38% 9.33%

Risk Management

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 3.514% 4.158%
Sharp 0.648% 0.455%
Beta 0.906% 1.159%
Alpha 1.401% 0.778%

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 SBI Conservative Hybrid Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Name Pradeep Kesavan Amit Kumar Premchandani
Total AUM ₹434274 Cr ₹13572 Cr
Funds Managed 43 3
SBI Conservative Hybrid Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Conservative Hybrid Fund - Regular Plan - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 79.59 78.71
Large Cap 8.47 14.48
Small Cap 9.61 2.92
Mid Cap 2.32 3.88

Sector Allocation

Scheme Name

SBI Conservative Hybrid Fund - Regular Plan - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 79.59 78.71
Energy 0.47 1.23
Technology 2.54 2.49
Industrials 3.51 1.1
Financial Services 7.63 7.2
Healthcare 0.74 1.67
Consumer Cyclical 2.57 2.55
Basic Materials 1.26 2.1
Consumer Defensive 1.68 0.75
Utilities - 0.56
Communication Services - 1.33
Real Estate - 0.32

Top Comparisons

Bandhan Small Cap Fund Regular Growth Bandhan Small Cap Fund Regular Growth

3Y Returns23.47%

VS

Edelweiss Small Cap Fund - Regular Plan - Growth Edelweiss Small Cap Fund - Regular Plan - Growth

3Y Returns16.33%

Compare Now

Nippon India Multi Cap Fund-Growth Plan-Bonus Option Nippon India Multi Cap Fund-Growth Plan-Bonus Option

3Y Returns25.99%

VS

Nippon India Multi Cap Fund-Growth Plan-Growth Option Nippon India Multi Cap Fund-Growth Plan-Growth Option

3Y Returns20.16%

Compare Now

SBI Credit Risk Fund - Regular Plan - Growth SBI Credit Risk Fund - Regular Plan - Growth

3Y Returns7.26%

VS

DSP Credit Risk Fund - Regular Plan -Growth DSP Credit Risk Fund - Regular Plan -Growth

3Y Returns13.47%

Compare Now

HDFC Liquid Fund - Growth Plan HDFC Liquid Fund - Growth Plan

3Y Returns6.67%

VS

HSBC Liquid Fund - Regular Growth HSBC Liquid Fund - Regular Growth

3Y Returns6.72%

Compare Now
Add to Cart Successfully