UTI Conservative Hybrid Fund vs DSP Equity Savings Fund compare

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tortoise-icon DSP Equity Savings Fund - Regular Plan - Growth

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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 DSP Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Fund DSP Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹2162 Cr ₹613 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 28 Mar 2016 30 Aug 2018
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI CRISIL Equity Saving
Turn Over 444% 387%
Expense Ratio 1.33 1.65
Manager Kedar Karnik V Srivatsa
ISIN Code INF740KA1439 INF789F1A744
Exits Load Data not available./365 UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name DSP Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month 0.35% 0.65%
6 Month 5.52% 2.66%
1 Year 12.25% 9.8%
3 Year 10.04% 10.48%
5 Year 9.81% 10.98%

SIP Return Analysis

Scheme Name DSP Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 10.81% 6.78%
3 Year 11.63% 11.49%
5 Year 11.16% 11.67%

Rolling Lumpsum Returns

Scheme Name DSP Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 8.29% 10.77%
3 Year 8.3% 10.67%
5 Year 7.87% 10.46%

Risk Management

Scheme Name DSP Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 4.23% 4.5%
Sharp 0.58% 0.76%
Beta 0.81% 0.92%
Alpha -0.03% 1.71%

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Fund Managers

Scheme Name DSP Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Name Kedar Karnik V Srivatsa
Total AUM ₹32997 Cr ₹7921 Cr
Fund Manage 11 3
DSP Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

DSP Equity Savings Fund - Regular Plan - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others -6.43 33.86
Large Cap 50.67 23.09
Mid Cap 9.65 0.68
Small Cap 8.11 0.17

Sector Allocation

Scheme Name

DSP Equity Savings Fund - Regular Plan - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others -6.43 33.86
Petroleum Products 3.22 0.43
Electrical Equipment 0.23 -
IT - Software 2.39 3.22
Pharmaceuticals & Biotechnology 2.97 1.45
Cement & Cement Products 0.66 0.87
Personal Products 0.01 0
Construction 2.44 0.41
Finance 3.8 1.1
Ferrous Metals 0.84 -0.01
Banks 18.24 6.31
Diversified FMCG 1.92 1.26
Non - Ferrous Metals 0.63 0.18
Agricultural, Commercial & Construction Vehicles 0.07 -
Leisure Services 0.46 -
Consumer Durables 1.66 -
Automobiles 5.28 2.12
Aerospace & Defense 1.15 -
Realty 2.01 0.2
Chemicals & Petrochemicals 0.87 -
Telecom - Services 4.24 1.22
Insurance 2.13 1
Capital Markets 0.25 -
Diversified Metals 1.64 0.8
Oil 0.45 0.38
Food Products 0.06 -
Fertilizers & Agrochemicals 0.66 -
Diversified 0.45 -
Power 1.94 1.45
Gas 0.08 0.66
Metals & Minerals Trading 4.56 -
Healthcare Services 0.3 -
Industrial Products 0.08 -
Minerals & Mining 0.37 -0.01
Retailing 0.21 -
Transport Infrastructure 0.31 -
Auto Components 1.1 -
Beverages 0.21 -
Commercial Services & Supplies 0.54 -
Consumable Fuels - 0.1
Transport Services - 0.8

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