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) ₹382 Cr ₹239 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Aug 2018 10 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 1.51 2.5
Manager V Srivatsa Miten Vora
ISIN Code INF789F1A744 INF955L01II9
Exits Load For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months./365 Exit load of 1%, if redeemed within 30 days./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 1.39% 1.55%
6 Month 6.47% 8.3%
1 Year 15.97% 17.59%
3 Year 10.95% 9.57%
5 Year 11.7% 9.63%

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 7.36% 8.19%
3 Year 20.43% 19.28%
5 Year 36.16% 28.99%

Rolling Lumpsum Returns

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
1 Year 11.45% 8.81%
3 Year 28.46% 21.49%
5 Year 37.42% 28.72%

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 1.05% 0.59%
Beta 0.88% 0.89%
Alpha 1.96% -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 33.57 -34.16
Large Cap 63.15 57.16
Mid Cap 3.26 6.42
Small Cap - 3.65

Sector Allocation

Scheme Name

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

Others 51.76 -36.36
Sovereign 22.75 -
Technology 2.33 -
Materials 1.07 -
Financial 8.72 -
Automobile 2.81 -
Energy 3.4 -
Metals & Mining 0.88 -
Insurance 0.45 0.33
Consumer Staples 1.34 -
Construction 1.08 2.01
Communication 1.5 -
Services 0.97 -
Healthcare 0.92 -
Petroleum Products - 5.33
Banks - 13.88
Power - 5.01
Automobiles - 4.9
Cement & Cement Products - 2.53
Non - Ferrous Metals - 2.46
Ferrous Metals - 2.25
Realty - 2.96
Diversified FMCG - 2.56
Transport Infrastructure - 1.89
Finance - 3.39
IT - Software - 5.32
Telecom - Services - 1.6
Food Products - 1.12
Retailing - 2.03
Electrical Equipment - 1.84
Industrial Manufacturing - 1.09
Pharmaceuticals & Biotechnology - 2.14
Financial Technology (Fintech) - 0.87
Personal Products - 0.55
Consumer Durables - 0.99
Aerospace & Defense - 0.51
Agricultural, Commercial & Construction Vehicles - 0.51
Capital Markets - 0.45
Chemicals & Petrochemicals - 0.42
Leisure Services - 0.49

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