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
| 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 | High | Moderately High |
| Asset Size (Cr) | ₹9995 Cr | ₹1617 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 25 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 | 1.11 | 1.8 |
| Manager | Pradeep Kesavan | Amit Kumar Premchandani |
| ISIN Code | INF200K01859 | INF789F01893 |
| Exits Load | For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year/365 | Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months./365 |
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.79% | 1.4% |
| 6 Month | 8.19% | 9.2% |
| 1 Year | 14.65% | 16.44% |
| 3 Year | 10.82% | 10.25% |
| 5 Year | 11.71% | 10.38% |
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.97% | 6.96% |
| 3 Year | 18.13% | 16.61% |
| 5 Year | 33.27% | 29.93% |
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.02% | 10.02% |
| 3 Year | 26.7% | 24.28% |
| 5 Year | 34.85% | 31.94% |
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.08% | 4.21% |
| Sharp | 1.21% | 0.83% |
| Beta | 0.52% | 0.78% |
| Alpha | 3.14% | 2.48% |
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| 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 |
| Fund Manage | 43 | 3 |
| SBI Conservative Hybrid Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 76.19 | 75.14 |
| Large Cap | 8.2 | 16.28 |
| Small Cap | 10.74 | 4.67 |
| Mid Cap | 4.87 | 3.92 |
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Sovereign | 13.86 | 30.82 |
| Others | 17.61 | 3.75 |
| Communication | 7.75 | 1.02 |
| Financial | 28.03 | 44.03 |
| Construction | 7.85 | 2.22 |
| Energy | 5.32 | 1.74 |
| Technology | 2.03 | 2.33 |
| Capital Goods | 5.19 | 2.74 |
| Metals & Mining | 2.21 | 1.38 |
| Chemicals | 1.06 | 0.32 |
| Materials | 1.29 | 1.12 |
| Services | 1.84 | 1.3 |
| Automobile | 1.17 | 1.97 |
| Consumer Discretionary | 1.42 | 0.98 |
| Healthcare | 0.6 | 2.34 |
| Consumer Staples | 1.74 | 0.9 |
| Textiles | 0.46 | 0.35 |
| Insurance | 0.57 | 0.7 |
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