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 Risk	Moderate Risk
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	-0.43%	0.16%
6 Month	-0.88%	-0.18%
1 Year	8.35%	6.89%
3 Year	9.98%	9.98%
5 Year	12.33%	10.92%

Scheme Name	Sundaram Equity Savings Fund (G)	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	3.64%	3.67%
3 Year	10.79%	10.27%
5 Year	11.66%	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	5.608%	4.5%
Sharp	0.625%	0.66%
Beta	-	0.95%
Alpha	-	1.2%

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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
Fund Manage	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	0.22	33.86
Large Cap	50.55	23.09
Mid Cap	8.69	0.68
Small Cap	9.22	0.17

Scheme Name	Sundaram Equity Savings Fund (G)	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	0.22	33.86
Petroleum Products	6.47	0.43
IT - Software	6.97	3.22
Cement & Cement Products	2.07	0.87
Construction	1.83	0.41
Ferrous Metals	0.19	-0.01
Consumer Durables	1.86	-
Banks	15.31	6.31
Diversified FMCG	1.74	1.26
Non - Ferrous Metals	0.96	0.18
Pharmaceuticals & Biotechnology	4.48	1.45
Automobiles	5.21	2.12
Finance	2.92	1.1
Transport Services	2.08	0.8
Electrical Equipment	3.09	-
Realty	0.29	0.2
Industrial Products	0.71	-
Telecom - Services	5.86	1.22
Metals & Minerals Trading	0.38	-
Auto Components	0.42	-
Retailing	1.36	-
Beverages	0.93	-
Capital Markets	2.07	-
Power	0.37	1.45
Transport Infrastructure	0.32	-
Insurance	0.57	1
Personal Products	-	0
Gas	-	0.66
Diversified Metals	-	0.8
Oil	-	0.38
Consumable Fuels	-	0.1
Minerals & Mining	-	-0.01