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) | ₹1645 Cr | ₹28 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 16 Dec 2003 | 25 Jan 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 | 1.81 | 2.16 |
| Manager | Amit Kumar Premchandani | Dwijendra Srivastava |
| ISIN Code | INF789F01893 | INF903J01HB0 |
| Exits Load | UTI Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.72% | 0.6% |
| 6 Month | 4.37% | 3.44% |
| 1 Year | 12.1% | 8.24% |
| 3 Year | 8.73% | 6.68% |
| 5 Year | 9.97% | 8.25% |
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.02% | 6.63% |
| 3 Year | 10.98% | 8.17% |
| 5 Year | 10.84% | 8.56% |
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.74% | 7.64% |
| 3 Year | 9.39% | 8.12% |
| 5 Year | 9.27% | 7.37% |
| 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 | 76.58 | 78.63 |
| Large Cap | 14.97 | 17.53 |
| Small Cap | 4.21 | 0.98 |
| Mid Cap | 4.19 | 2.83 |
| Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| Others | 76.58 | 78.63 |
| Petroleum Products | 0.63 | 2.13 |
| Gas | 0.2 | - |
| IT - Software | 2.62 | 2.3 |
| Cement & Cement Products | 0.62 | 0.94 |
| Personal Products | 0.48 | - |
| Transport Services | 0.37 | - |
| Ferrous Metals | 0.55 | - |
| Textiles & Apparels | 0.17 | - |
| Non - Ferrous Metals | 0.5 | - |
| Pharmaceuticals & Biotechnology | 1.78 | 1.19 |
| Banks | 6.18 | 6.45 |
| Healthcare Services | 0.53 | - |
| Automobiles | 1.1 | 0.97 |
| Consumer Durables | 0.9 | - |
| Electrical Equipment | 0.1 | - |
| Diversified FMCG | 0.24 | 0.71 |
| Fertilizers & Agrochemicals | 0.28 | 0.52 |
| Entertainment | 0.29 | - |
| Construction | 0.18 | 0.79 |
| Agricultural Food & other Products | 0.21 | 0.46 |
| Realty | 0.32 | - |
| Industrial Products | 0.19 | - |
| Aerospace & Defense | 0.24 | - |
| Telecom - Services | 0.88 | 1.56 |
| Capital Markets | 0.34 | - |
| Power | 0.56 | 0.98 |
| Consumable Fuels | 0.37 | - |
| Minerals & Mining | 0.24 | - |
| Retailing | 0.56 | - |
| Insurance | 0.7 | 0.54 |
| Finance | 0.35 | - |
| Auto Components | 0.31 | 0.37 |
| Leisure Services | 0.16 | 0.42 |
| Transport Infrastructure | 0.22 | - |
| Beverages | - | 1.01 |
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