SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs UTI Conservative Hybrid Fund compare

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UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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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 Risk	Moderately High Risk
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

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Month	-0.1%	-0.21%
6 Month	0.26%	0.28%
1 Year	8.95%	5.22%
3 Year	8.5%	6.47%
5 Year	10.18%	7.67%

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month	-	-
1 Year	5.22%	3.47%
3 Year	9.59%	7.14%
5 Year	9.9%	7.79%

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%

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Standard Deviation	4.074%	3.463%
Sharp	0.531%	0.074%
Beta	1.146%	1.001%
Alpha	0.554%	-1.111%

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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