UTI Conservative Hybrid Fund vs Nippon India Equity Savings Fund compare

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tortoise-icon Nippon India Equity Savings Fund- Growth Plan- Bonus Option

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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 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 ₹613 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 1.65
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 0.36% 0.65%
6 Month 1.98% 2.66%
1 Year 8.41% 9.8%
3 Year 8.1% 10.48%
5 Year 5.58% 10.98%

SIP Return Analysis

Scheme Name Nippon India Equity Savings Fund- Growth Plan- Bonus Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 5.72% 6.78%
3 Year 9.11% 11.49%
5 Year 8.96% 11.67%

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% 10.77%
3 Year 2.98% 10.67%
5 Year 1.86% 10.46%

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% 0.76%
Beta 0.67% 0.92%
Alpha 0.15% 1.71%

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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
Fund Manage 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 33.86
Large Cap 64.22 23.09
Small Cap 1.93 0.17
Mid Cap 4.07 0.68

Sector Allocation

Scheme Name

Nippon India Equity Savings Fund- Growth Plan- Bonus Option

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 75.78 33.86
Telecom - Services 1.11 1.22
Petroleum Products 5.6 0.43
IT - Software 5.32 3.22
Construction 4.46 0.41
Pharmaceuticals & Biotechnology 1.48 1.45
Personal Products 0.23 0
Ferrous Metals 1.48 -0.01
Finance 2.7 1.1
Consumer Durables 0.58 -
Diversified FMCG 3.86 1.26
Banks 16.92 6.31
Cement & Cement Products 3.89 0.87
Automobiles 5.92 2.12
Insurance 1.18 1
Diversified Metals 3.02 0.8
Agricultural, Commercial & Construction Vehicles 1.35 -
Aerospace & Defense 0.53 -
Realty 0.38 0.2
Industrial Products 0.68 -
Consumable Fuels 3.15 0.1
Fertilizers & Agrochemicals 0.53 -
Retailing 0.43 -
Power 4.73 1.45
Auto Components 0.69 -
Non - Ferrous Metals - 0.18
Gas - 0.66
Oil - 0.38
Minerals & Mining - -0.01
Transport Services - 0.8

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