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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) ₹1633 Cr ₹27 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 2.19
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

Trailing Lumpsum Returns

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Month 2.35% 2.57%
6 Month 2.32% 2.74%
1 Year 12.04% 9.54%
3 Year 9.75% 7.84%
5 Year 12.42% 9.8%

SIP Return Analysis

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month 2.49% 2.75%
1 Year 7.29% 7.14%
3 Year 10.77% 8.51%
5 Year 10.31% 8.4%

Rolling Lumpsum Returns

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Year 9.83% 7.67%
3 Year 9.34% 7.96%
5 Year 9.33% 7.63%

Risk Management

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Standard Deviation 4.158% 3.55%
Sharp 0.455% -0.011%
Beta 1.159% 1.006%
Alpha 0.778% -0.98%

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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
Funds Managed 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 78.71 81.82
Large Cap 14.48 16.41
Small Cap 2.92 0
Mid Cap 3.88 1.77

Sector Allocation

Scheme Name

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Others 78.71 81.72
Energy 1.23 2
Utilities 0.56 -
Technology 2.49 2.38
Basic Materials 2.1 1.3
Consumer Defensive 0.75 1.53
Industrials 1.1 0.48
Consumer Cyclical 2.55 1.47
Healthcare 1.67 0.43
Financial Services 7.2 6.99
Communication Services 1.33 1.69
Real Estate 0.32 -

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