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

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tortoise-icon Sundaram Equity Savings Fund (G)

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tortoise-icon 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) ₹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 -2.17% -1.38%
6 Month 5.18% 3.75%
1 Year 15% 12.93%
3 Year 9.59% 9.66%
5 Year 12.65% 10.97%

SIP Return Analysis

Scheme Name Sundaram Equity Savings Fund (G) UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 12.42% 9.39%
3 Year 13.21% 12.07%
5 Year 13.36% 12.01%

Rolling Lumpsum Returns

Scheme Name Sundaram Equity Savings Fund (G) UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 7.83% 10.77%
3 Year 7.82% 10.67%
5 Year 7.8% 10.46%

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% 0.69%
Beta 0.97% 0.92%
Alpha 1.54% 1.72%

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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

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