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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 | 2.03% | 2.35% |
| 6 Month | 1.55% | 2.32% |
| 1 Year | 9.84% | 12.04% |
| 3 Year | 9.75% | 9.75% |
| 5 Year | 12.53% | 12.42% |
SIP Return Analysis
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.1% | 2.49% |
| 1 Year | 5.51% | 7.29% |
| 3 Year | 10.07% | 10.77% |
| 5 Year | 10.26% | 10.31% |
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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