UTI Conservative Hybrid Fund vs Parag Parikh Conservative Hybrid Fund Regular compare
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Parag Parikh Conservative Hybrid Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Parag Parikh Conservative Hybrid Fund Regular - Growth |
---|---|---|
Fund | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Parag Parikh Conservative Hybrid Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹1633 Cr | ₹2398 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 16 Dec 2003 | 26 May 2021 |
Category | Conservative | Conservative |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 | CRISIL Hybrid 85+15 Conservative TRI |
Turn Over | 32% | % |
Expense Ratio | 1.81 | 0.65 |
Manager | Amit Kumar Premchandani | Rajeev Thakkar |
ISIN Code | INF789F01893 | INF879O01209 |
Exits Load | UTI Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Parag Parikh Conservative Hybrid Fund Regular - Growth |
---|---|---|
1 Month | 2.64% | 1.77% |
6 Month | -0.44% | 1.77% |
1 Year | 10.21% | 9.81% |
3 Year | 8.96% | 10.92% |
5 Year | 12.26% | - |
SIP Return Analysis
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Parag Parikh Conservative Hybrid Fund Regular - Growth |
---|---|---|
6 Month | 0.98% | 1.82% |
1 Year | 5.42% | 7.09% |
3 Year | 10.24% | 11.82% |
5 Year | 10.09% | - |
Rolling Lumpsum Returns
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Parag Parikh Conservative Hybrid Fund Regular - Growth |
---|---|---|
1 Year | 9.83% | 11.19% |
3 Year | 9.34% | 11.19% |
5 Year | 9.33% | - |
Risk Management
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Parag Parikh Conservative Hybrid Fund Regular - Growth |
---|---|---|
Standard Deviation | 4.158% | 3.23% |
Sharp | 0.455% | 1.412% |
Beta | 1.159% | 0.76% |
Alpha | 0.778% | 3.435% |
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Fund Managers
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Parag Parikh Conservative Hybrid Fund Regular - Growth |
---|---|---|
Name | Amit Kumar Premchandani | Rajeev Thakkar |
Total AUM | ₹13572 Cr | ₹0 Cr |
Funds Managed | 3 | 5 |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Parag Parikh Conservative Hybrid Fund Regular - Growth |
Market Cap
Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
---|---|---|
Others | 78.71 | 88.04 |
Large Cap | 14.48 | 8.04 |
Small Cap | 2.92 | 1.71 |
Mid Cap | 3.88 | 2.22 |
Sector Allocation
Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
---|---|---|
Others | 78.71 | 88.04 |
Energy | 1.23 | 5.13 |
Utilities | 0.56 | 1.77 |
Technology | 2.49 | 0.03 |
Basic Materials | 2.1 | 1.07 |
Consumer Defensive | 0.75 | 1.78 |
Industrials | 1.1 | 0.05 |
Consumer Cyclical | 2.55 | 0.96 |
Healthcare | 1.67 | - |
Financial Services | 7.2 | 1.18 |
Communication Services | 1.33 | - |
Real Estate | 0.32 | - |
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