SBI Conservative Hybrid Fund vs UTI Conservative Hybrid Fund compare
SBI Conservative Hybrid Fund - Regular Plan - Growth
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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% |
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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 |
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