SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs UTI Conservative Hybrid Fund compare
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Chart Comparison
| 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 |
| 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% |
| 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% |
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.02% | 8.28% |
| 3 Year | 24.28% | 19.96% |
| 5 Year | 31.94% | 25.47% |
| 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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| 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 |
| 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 |
| Mid Cap | 3.92 | - |
| Small Cap | 4.67 | - |
| Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| Sovereign | 30.82 | 53.42 |
| Financial | 44.03 | 8.56 |
| Others | 3.75 | 25.17 |
| Capital Goods | 2.74 | - |
| Construction | 2.22 | 2.12 |
| Technology | 2.33 | 1.62 |
| Communication | 1.02 | 1.43 |
| Automobile | 1.97 | - |
| Metals & Mining | 1.38 | - |
| Materials | 1.12 | 0.75 |
| Healthcare | 2.34 | 1.98 |
| Consumer Discretionary | 0.98 | - |
| Insurance | 0.7 | - |
| Energy | 1.74 | 2.26 |
| Services | 1.3 | 0.94 |
| Textiles | 0.35 | - |
| Chemicals | 0.32 | - |
| Consumer Staples | 0.9 | 1.75 |
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