UTI Conservative Hybrid Fund vs Nippon India Equity Savings Fund compare
Nippon India Equity Savings Fund- Growth Plan- Bonus Option
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹481 Cr | ₹650 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 May 2015 | 30 Aug 2018 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | CRISIL Equity Saving |
Turn Over | 544% | 387% |
Expense Ratio | 1.65 | 1.64 |
Manager | Anand Devendra Gupta | V Srivatsa |
ISIN Code | INF204KA1W02 | INF789F1A744 |
Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month./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 | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -0.47% | 2.27% |
6 Month | 1.39% | -0.73% |
1 Year | 7.91% | 7.03% |
3 Year | 7.98% | 10.41% |
5 Year | 5.59% | 13.64% |
SIP Return Analysis
Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | 0.97% |
1 Year | 5.42% | 3.65% |
3 Year | 9.17% | 10.42% |
5 Year | 8.95% | 10.85% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.7% | 10.67% |
3 Year | 2.98% | 10.51% |
5 Year | 1.86% | 10.63% |
Risk Management
Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 4.11% | 4.5% |
Sharp | 0.39% | 0.71% |
Beta | 0.67% | 0.94% |
Alpha | 0.15% | 1.61% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Anand Devendra Gupta | V Srivatsa |
Total AUM | ₹12754 Cr | ₹7921 Cr |
Funds Managed | 3 | 3 |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 75.78 | 33.21 |
Large Cap | 64.22 | 62.93 |
Small Cap | 1.93 | - |
Mid Cap | 4.07 | 3.86 |
Sector Allocation
Scheme Name |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 75.78 | 32.7 |
Telecom - Services | 1.11 | - |
Petroleum Products | 5.6 | - |
IT - Software | 5.32 | - |
Construction | 4.46 | - |
Pharmaceuticals & Biotechnology | 1.48 | - |
Personal Products | 0.23 | - |
Ferrous Metals | 1.48 | - |
Finance | 2.7 | - |
Consumer Durables | 0.58 | - |
Diversified FMCG | 3.86 | - |
Banks | 16.92 | - |
Cement & Cement Products | 3.89 | - |
Automobiles | 5.92 | - |
Insurance | 1.18 | - |
Diversified Metals | 3.02 | - |
Agricultural, Commercial & Construction Vehicles | 1.35 | - |
Aerospace & Defense | 0.53 | - |
Realty | 0.38 | - |
Industrial Products | 0.68 | - |
Consumable Fuels | 3.15 | - |
Fertilizers & Agrochemicals | 0.53 | - |
Retailing | 0.43 | - |
Power | 4.73 | - |
Auto Components | 0.69 | - |
Communication Services | - | 3.53 |
Energy | - | 3.63 |
Technology | - | 7.79 |
Consumer Defensive | - | 2.03 |
Industrials | - | 2.32 |
Basic Materials | - | 8.43 |
Financial Services | - | 24.76 |
Healthcare | - | 2.31 |
Consumer Cyclical | - | 9.63 |
Utilities | - | 2.34 |
Real Estate | - | 0.53 |
Top Comparisons
HDFC Flexi Cap Fund - Growth Plan
3Y Returns22.56%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns12.38%
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns15.87%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns12.38%
SBI Multi Asset Allocation Fund - Regular Plan - Growth
3Y Returns13.92%
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns16.93%
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns18.16%
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns14.41%