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

Sundaram Equity Savings Fund (G)

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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

Scheme Name	Sundaram Equity Savings Fund (G)	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month	1.35%	0.17%
6 Month	9.72%	6.54%
1 Year	18.88%	16.41%
3 Year	11.49%	10.57%
5 Year	11.34%	11.84%

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%

Scheme Name	Sundaram Equity Savings Fund (G)	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year	13.04%	11.45%
3 Year	31.33%	28.46%
5 Year	41.71%	37.42%

Scheme Name	Sundaram Equity Savings Fund (G)	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	5.34%	4.5%
Sharp	0.85%	0.9%
Beta	0.97%	0.91%
Alpha	1.54%	2.11%

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

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