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

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Sundaram Equity Savings Fund (G)

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UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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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)	₹1067 Cr	₹650 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	23 May 2002	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	2.19	1.64
Manager	Dwijendra Srivastava	V Srivatsa
ISIN Code	INF173K01213	INF789F1A744
Exits Load	Sundaram Equity Savings Fund - Growth Accumulation Plan charges 0.5% of sell value; if fund sold before 7 days. There are no other charges./365	UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Sundaram Equity Savings Fund (G)	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month	2.58%	2.27%
6 Month	-1.86%	-0.73%
1 Year	8.8%	7.03%
3 Year	10.3%	10.4%
5 Year	15.08%	13.64%

Scheme Name	Sundaram Equity Savings Fund (G)	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	0.17%	0.97%
1 Year	2.94%	3.65%
3 Year	11.1%	10.42%
5 Year	11.58%	10.85%

Scheme Name	Sundaram Equity Savings Fund (G)	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year	7.94%	10.67%
3 Year	7.85%	10.51%
5 Year	7.83%	10.63%

Scheme Name	Sundaram Equity Savings Fund (G)	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	5.676%	4.5%
Sharp	0.575%	0.71%
Beta	-	0.94%
Alpha	-	1.61%

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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
Funds Managed	14	3
	Sundaram Equity Savings Fund (G)	UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Scheme Name	Sundaram Equity Savings Fund (G)	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	27.55	33.21
Large Cap	58.49	62.93
Mid Cap	8.77	3.86
Small Cap	5.19	-

Scheme Name	Sundaram Equity Savings Fund (G)	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	27.69	32.7
Energy	8.35	3.63
Technology	8.85	7.79
Basic Materials	2.65	8.43
Industrials	6.64	2.32
Financial Services	21.31	24.76
Consumer Defensive	4.31	2.03
Healthcare	3.57	2.31
Consumer Cyclical	10.06	9.63
Communication Services	5.78	3.53
Real Estate	0.25	0.53
Utilities	0.54	2.34