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
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 | 2.64% | 2.56% |
6 Month | -0.44% | -0.1% |
1 Year | 10.21% | 6.51% |
3 Year | 8.96% | 7.06% |
5 Year | 12.26% | 9.73% |
SIP Return Analysis
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
6 Month | 0.98% | 1.06% |
1 Year | 5.42% | 4.47% |
3 Year | 10.24% | 7.79% |
5 Year | 10.09% | 8.04% |
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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