Tata Equity Savings Fund vs UTI Conservative Hybrid Fund compare
Tata Equity Savings Fund -Regular Plan-Growth Option
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Equity Savings Fund -Regular Plan-Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹156 Cr | ₹382 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 26 Apr 1997 | 30 Aug 2018 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | CRISIL Equity Saving |
| Turn Over | 59.93% | 387% |
| Expense Ratio | 1.11 | 1.51 |
| Manager | Sailesh Jain | V Srivatsa |
| ISIN Code | INF277K01907 | INF789F1A744 |
| Exits Load | For units more than 12% of the investments, an exit load of 0.25% if redeemed within 90 days./365 | For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months./365 |
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.62% | 1.72% |
| 6 Month | 7.13% | 7.88% |
| 1 Year | 16.57% | 15.8% |
| 3 Year | 9.24% | 11.15% |
| 5 Year | 9.71% | 11.74% |
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.44% | 7.36% |
| 3 Year | 17.25% | 20.43% |
| 5 Year | 29% | 36.16% |
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.56% | 11.45% |
| 3 Year | 23.27% | 28.46% |
| 5 Year | 31.36% | 37.42% |
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.99% | 4.5% |
| Sharp | 0.72% | 0.9% |
| Beta | 0.82% | 0.91% |
| Alpha | 0.33% | 2.11% |
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| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sailesh Jain | V Srivatsa |
| Total AUM | ₹17041 Cr | ₹7921 Cr |
| Fund Manage | 7 | 3 |
| Tata Equity Savings Fund -Regular Plan-Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 31.53 | 33.57 |
| Large Cap | 54.06 | 63.15 |
| Small Cap | 2.49 | - |
| Mid Cap | 11.87 | 3.26 |
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 47.79 | 51.76 |
| Financial | 8.65 | 8.72 |
| Consumer Staples | 2.22 | 1.34 |
| Technology | 3.25 | 2.33 |
| Materials | 0.58 | 1.07 |
| Communication | 1.82 | 1.5 |
| Construction | 2.01 | 1.08 |
| Services | 1.78 | 0.97 |
| Healthcare | 2.05 | 0.92 |
| Sovereign | 6.7 | 22.75 |
| Energy | 5.12 | 3.4 |
| Capital Goods | 6.77 | - |
| Automobile | 1.64 | 2.81 |
| Insurance | 1.17 | 0.45 |
| Unclassified | 8.4 | - |
| Metals & Mining | - | 0.88 |
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