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 | -1.47% | -0.98% |
| 6 Month | 6.3% | 4.24% |
| 1 Year | 13.93% | 10.15% |
| 3 Year | 8.06% | 6.23% |
| 5 Year | 9.82% | 8.24% |
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 13.01% | 8.99% |
| 3 Year | 11.53% | 8.62% |
| 5 Year | 11.15% | 8.84% |
| 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 | 75.65 | 79.6 |
| Large Cap | 15.44 | 20.4 |
| Small Cap | 4.37 | - |
| Mid Cap | 4.51 | - |
| Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| Others | 75.65 | 25.17 |
| Petroleum Products | 0.59 | - |
| Gas | 0.26 | - |
| IT - Software | 2.74 | - |
| Cement & Cement Products | 0.64 | - |
| Personal Products | 0.45 | - |
| Transport Services | 0.34 | - |
| Ferrous Metals | 0.59 | - |
| Textiles & Apparels | 0.22 | - |
| Non - Ferrous Metals | 0.54 | - |
| Pharmaceuticals & Biotechnology | 1.85 | - |
| Banks | 6.22 | - |
| Healthcare Services | 0.53 | - |
| Automobiles | 1.27 | - |
| Consumer Durables | 1.02 | - |
| Electrical Equipment | 0.16 | - |
| Diversified FMCG | 0.25 | - |
| Fertilizers & Agrochemicals | 0.28 | - |
| Entertainment | 0.3 | - |
| Construction | 0.24 | 2.12 |
| Agricultural Food & other Products | 0.24 | - |
| Realty | 0.38 | - |
| Industrial Products | 0.21 | - |
| Aerospace & Defense | 0.24 | - |
| Telecom - Services | 0.92 | - |
| Capital Markets | 0.32 | - |
| Power | 0.54 | - |
| Consumable Fuels | 0.4 | - |
| Minerals & Mining | 0.16 | - |
| Retailing | 0.63 | - |
| Insurance | 0.77 | - |
| Finance | 0.39 | - |
| Auto Components | 0.37 | - |
| Leisure Services | 0.03 | - |
| Transport Infrastructure | 0.23 | - |
| Sovereign | - | 53.42 |
| Communication | - | 1.43 |
| Energy | - | 2.26 |
| Technology | - | 1.62 |
| Financial | - | 8.56 |
| Healthcare | - | 1.98 |
| Materials | - | 0.75 |
| Services | - | 0.94 |
| Consumer Staples | - | 1.75 |
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