Sundaram Equity Savings Fund (G) vs UTI Conservative Hybrid Fund compare

Link copied to clipboard!

tortoise-icon Sundaram Equity Savings Fund (G)

Invest Now

tortoise-icon UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Sundaram Equity Savings Fund (G) UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Fund Sundaram Equity Savings Fund (G) UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹849 Cr ₹382 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 Jan 2013 30 Aug 2018
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI CRISIL Equity Saving
Turn Over % 387%
Expense Ratio 2.16 1.51
Manager Dwijendra Srivastava V Srivatsa
ISIN Code INF173K01213 INF789F1A744
Exits Load Nil/365 For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name Sundaram Equity Savings Fund (G) UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month 1.35% -1.68%
6 Month 9.72% 4.68%
1 Year 18.88% 15.36%
3 Year 11.49% 10.08%
5 Year 11.34% 11.14%

SIP Return Analysis

Scheme Name Sundaram Equity Savings Fund (G) UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 8.29% 7.36%
3 Year 21.01% 20.43%
5 Year 39.7% 36.16%

Rolling Lumpsum Returns

Scheme Name Sundaram Equity Savings Fund (G) UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 7.86% 10.68%
3 Year 7.82% 10.65%
5 Year 7.79% 10.44%

Risk Management

Scheme Name Sundaram Equity Savings Fund (G) UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 5.34% 4.5%
Sharp 0.85% 0.83%
Beta 0.97% 0.19%
Alpha 1.54% 2.67%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Sundaram Equity Savings Fund (G) UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Name Dwijendra Srivastava V Srivatsa
Total AUM ₹14140 Cr ₹7921 Cr
Fund Manage 14 3
Sundaram Equity Savings Fund (G) UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Sundaram Equity Savings Fund (G)

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 17.37 33.57
Large Cap 59.98 63.15
Small Cap 10.67 -
Mid Cap 8.59 3.26

Sector Allocation

Scheme Name

Sundaram Equity Savings Fund (G)

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 15.63 51.76
Automobiles 9.32 -
Petroleum Products 7.19 -
It - Software 7.33 -
Construction 1.73 1.08
Cement & Cement Products 2.07 -
Ferrous Metals 0.21 -
Consumer Durables 2.12 -
Banks 19.64 -
Diversified Fmcg 2.09 -
Non - Ferrous Metals 1.05 -
Pharmaceuticals & Biotechnology 5.43 -
Electrical Equipment 3.01 -
Finance 4.45 -
It - Services 0.26 -
Diversified Metals 0.33 -
Chemicals & Petrochemicals 0.37 -
Realty 0.36 -
Industrial Products 0.87 -
Household Products 0.26 -
Telecom - Services 5.47 -
Metals & Minerals Trading 0.45 -
Auto Components 0.59 -
Transport Services 1.4 -
Retailing 0.79 -
Beverages 1.07 -
Capital Markets 1.66 -
Power 0.42 -
Transport Infrastructure 0.41 -
Insurance 0.63 0.45
Materials - 1.07
Consumer Staples - 1.34
Healthcare - 0.92
Energy - 3.4
Technology - 2.33
Automobile - 2.81
Financial - 8.72
Metals & Mining - 0.88
Sovereign - 22.75
Communication - 1.5
Services - 0.97

Top Comparisons

PGIM India Balanced Advantage Fund - Regular Growth PGIM India Balanced Advantage Fund - Regular Growth

3Y Returns10.57%

VS

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

3Y Returns10.18%

Compare Now

ICICI Prudential Bluechip Fund - Growth ICICI Prudential Bluechip Fund - Growth

3Y Returns17.14%

VS

HDFC Top 100 Fund - Growth Option - Regular Plan HDFC Top 100 Fund - Growth Option - Regular Plan

3Y Returns21.82%

Compare Now

Canara Robeco Income Fund - Regular Plan - Growth Option Canara Robeco Income Fund - Regular Plan - Growth Option

3Y Returns4.49%

VS

LIC MF Bond Fund-Regular Plan-Growth LIC MF Bond Fund-Regular Plan-Growth

3Y Returns5.36%

Compare Now

DSP Bond Fund - Growth DSP Bond Fund - Growth

3Y Returns5.75%

VS

UTI Medium Duration Fund - Regular Plan - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option

3Y Returns6.03%

Compare Now
Request call back
Add to Cart Successfully