UTI Conservative Hybrid Fund vs Parag Parikh Conservative Hybrid Fund Regular compare

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tortoise-icon UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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tortoise-icon Parag Parikh Conservative Hybrid Fund Regular - 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 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) ₹1645 Cr ₹2288 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 0.64
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 0.72% 0.26%
6 Month 4.37% 3.95%
1 Year 12.1% 12.9%
3 Year 8.73% 10.91%
5 Year 9.97% -

SIP Return Analysis

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Parag Parikh Conservative Hybrid Fund Regular - Growth
6 Month - -
1 Year 10.02% 9.34%
3 Year 10.98% 12.27%
5 Year 10.84% -

Rolling Lumpsum Returns

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Parag Parikh Conservative Hybrid Fund Regular - Growth
1 Year 9.74% 10.07%
3 Year 9.39% 11.36%
5 Year 9.27% -

Risk Management

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Parag Parikh Conservative Hybrid Fund Regular - Growth
Standard Deviation 4.21% 3.33%
Sharp 0.83% 1.45%
Beta 0.78% 0.48%
Alpha 2.48% 4.19%

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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
Fund Manage 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 76.58 84.19
Large Cap 14.97 9.96
Small Cap 4.21 0.78
Mid Cap 4.19 5.07

Sector Allocation

Scheme Name

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Parag Parikh Conservative Hybrid Fund Regular - Growth

Others 76.58 48.15
Petroleum Products 0.63 -
Gas 0.2 -
IT - Software 2.62 -
Cement & Cement Products 0.62 -
Personal Products 0.48 -
Transport Services 0.37 -
Ferrous Metals 0.55 -
Textiles & Apparels 0.17 -
Non - Ferrous Metals 0.5 -
Pharmaceuticals & Biotechnology 1.78 -
Banks 6.18 -
Healthcare Services 0.53 -
Automobiles 1.1 -
Consumer Durables 0.9 -
Electrical Equipment 0.1 -
Diversified FMCG 0.24 -
Fertilizers & Agrochemicals 0.28 -
Entertainment 0.29 -
Construction 0.18 11.91
Agricultural Food & other Products 0.21 -
Realty 0.32 -
Industrial Products 0.19 -
Aerospace & Defense 0.24 -
Telecom - Services 0.88 -
Capital Markets 0.34 -
Power 0.56 -
Consumable Fuels 0.37 -
Minerals & Mining 0.24 -
Retailing 0.56 -
Insurance 0.7 -
Finance 0.35 -
Auto Components 0.31 -
Leisure Services 0.16 -
Transport Infrastructure 0.22 -
Consumer Staples - 1.99
Technology - 0
Energy - 5.86
Metals & Mining - 1.47
Automobile - 2.03
Financial - 23.83
Sovereign - 1.01
Capital Goods - 1.02
Materials - 2.22
Unclassified - 0.51

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