SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs UTI Conservative Hybrid Fund compare

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

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tortoise-icon SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Fund UTI Conservative Hybrid Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹1617 Cr ₹27 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹250
Min Addl Investment ₹1000 ₹500
Launch Date 16 Dec 2003 01 Mar 2010
Category Conservative Conservative
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite Debt 15:85 CRISIL Hybrid 85+15 Conservative TRI
Turn Over 32% 252%
Expense Ratio 1.8 2.14
Manager Amit Kumar Premchandani Dwijendra Srivastava
ISIN Code INF789F01893 INF903J01HB0
Exits Load Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months./365 Nil/365

Trailing Lumpsum Returns

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Month 1.4% 0.72%
6 Month 9.2% 5.42%
1 Year 16.44% 11.21%
3 Year 10.25% 8.97%
5 Year 10.38% 9.1%

SIP Return Analysis

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month - -
1 Year 6.96% 4.59%
3 Year 16.61% 12.61%
5 Year 29.93% 23.66%

Rolling Lumpsum Returns

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Year 9.71% 7.6%
3 Year 9.4% 8.12%
5 Year 9.25% 7.43%

Risk Management

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Standard Deviation 4.21% 4.91%
Sharp 0.83% 0.48%
Beta 0.78% 0.7%
Alpha 2.48% 1.37%

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Fund Managers

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Name Amit Kumar Premchandani Dwijendra Srivastava
Total AUM ₹13572 Cr ₹14140 Cr
Fund Manage 3 14
UTI Conservative Hybrid Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Market Cap

Scheme Name

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Others 75.14 79.6
Large Cap 16.28 20.4
Small Cap 4.67 -
Mid Cap 3.92 -

Sector Allocation

Scheme Name

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Others 3.75 25.17
Sovereign 30.82 53.42
Financial 44.03 8.56
Energy 1.74 2.26
Technology 2.33 1.62
Consumer Staples 0.9 1.75
Metals & Mining 1.38 -
Healthcare 2.34 1.98
Automobile 1.97 -
Materials 1.12 0.75
Chemicals 0.32 -
Services 1.3 0.94
Construction 2.22 2.12
Consumer Discretionary 0.98 -
Capital Goods 2.74 -
Textiles 0.35 -
Communication 1.02 1.43
Insurance 0.7 -

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