UTI Conservative Hybrid Fund vs Baroda BNP Paribas Equity Savings Fund compare

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tortoise-icon UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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tortoise-icon Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Fund UTI Conservative Hybrid Fund - Regular Plan - Growth Option Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹613 Cr ₹251 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Aug 2018 29 Jul 2019
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark CRISIL Equity Saving NIFTY Equity Savings TRI
Turn Over 387% 486%
Expense Ratio 1.65 2.49
Manager V Srivatsa Miten Vora
ISIN Code INF789F1A744 INF955L01II9
Exits Load UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
1 Month -0.26% -1.35%
6 Month 0.54% 1.31%
1 Year 8.23% 8.69%
3 Year 9.81% 8.34%
5 Year 10.8% 8.69%

SIP Return Analysis

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
6 Month - 4%
1 Year 4.85% 6.02%
3 Year 10.75% 10.35%
5 Year 11.2% 9.26%

Rolling Lumpsum Returns

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
1 Year 10.77% 9.67%
3 Year 10.67% 7.81%
5 Year 10.46% 9.56%

Risk Management

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Standard Deviation 4.5% 4.56%
Sharp 0.63% 0.59%
Beta 0.92% 0.89%
Alpha 1.86% -0.14%

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Fund Managers

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Name V Srivatsa Miten Vora
Total AUM ₹7921 Cr ₹6478 Cr
Fund Manage 3 6
UTI Conservative Hybrid Fund - Regular Plan - Growth Option Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

Market Cap

Scheme Name

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

Others 33.86 -34.16
Small Cap 0.17 3.65
Large Cap 23.09 57.16
Mid Cap 0.68 6.42

Sector Allocation

Scheme Name

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

Others 33.86 -36.36
Cement & Cement Products 0.87 2.53
Telecom - Services 1.22 1.6
Petroleum Products 0.43 5.33
IT - Software 3.22 5.32
Personal Products 0 0.55
Construction 0.41 2.01
Ferrous Metals -0.01 2.25
Diversified FMCG 1.26 2.56
Non - Ferrous Metals 0.18 2.46
Banks 6.31 13.88
Pharmaceuticals & Biotechnology 1.45 2.14
Automobiles 2.12 4.9
Insurance 1 0.33
Gas 0.66 -
Diversified Metals 0.8 -
Oil 0.38 -
Realty 0.2 2.96
Finance 1.1 3.39
Consumable Fuels 0.1 -
Minerals & Mining -0.01 -
Transport Services 0.8 -
Power 1.45 5.01
Industrial Manufacturing - 1.09
Electrical Equipment - 1.84
Capital Markets - 0.45
Consumer Durables - 0.99
Agricultural, Commercial & Construction Vehicles - 0.51
Food Products - 1.12
Aerospace & Defense - 0.51
Leisure Services - 0.49
Financial Technology (Fintech) - 0.87
Chemicals & Petrochemicals - 0.42
Transport Infrastructure - 1.89
Retailing - 2.03

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