UTI Conservative Hybrid Fund vs SBI Conservative Hybrid Fund compare

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tortoise-icon SBI Conservative Hybrid 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 SBI Conservative Hybrid Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Fund SBI Conservative Hybrid Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹10076 Cr ₹1645 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 23 Mar 2001 16 Dec 2003
Category Conservative Conservative
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite Debt 15:85 NIFTY 50 Hybrid Composite Debt 15:85
Turn Over 252% 32%
Expense Ratio 1.12 1.81
Manager Pradeep Kesavan Amit Kumar Premchandani
ISIN Code INF200K01859 INF789F01893
Exits Load SBI Conservative Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 UTI Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month 0.5% 0.72%
6 Month 3.27% 4.37%
1 Year 11.58% 12.1%
3 Year 9.3% 8.73%
5 Year 11.18% 9.97%

SIP Return Analysis

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 8.86% 10.02%
3 Year 10.95% 10.98%
5 Year 11.16% 10.84%

Rolling Lumpsum Returns

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 8.46% 9.74%
3 Year 8.42% 9.39%
5 Year 8.34% 9.27%

Risk Management

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 3.08% 4.21%
Sharp 1.21% 0.83%
Beta 0.52% 0.78%
Alpha 3.14% 2.48%

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Fund Managers

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Name Pradeep Kesavan Amit Kumar Premchandani
Total AUM ₹434274 Cr ₹13572 Cr
Fund Manage 43 3
SBI Conservative Hybrid Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Conservative Hybrid Fund - Regular Plan - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 76.36 76.58
Large Cap 7.42 14.97
Small Cap 12.74 4.21
Mid Cap 3.48 4.19

Sector Allocation

Scheme Name

SBI Conservative Hybrid Fund - Regular Plan - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 76.36 76.58
Petroleum Products 0.49 0.63
IT - Software 2.08 2.62
Industrial Manufacturing 0.9 -
Capital Markets 1 0.34
Banks 3.41 6.18
Cement & Cement Products 0.55 0.62
Pharmaceuticals & Biotechnology 0.92 1.78
Auto Components 1.32 0.31
Consumer Durables 1.2 0.9
Chemicals & Petrochemicals 1.09 -
Transport Infrastructure 0.74 0.22
Personal Products 0.51 0.48
Agricultural Food & other Products 0.69 0.21
Industrial Products 2.91 0.19
Insurance 0.41 0.7
Diversified FMCG 0.36 0.24
Electrical Equipment 0.4 0.1
Construction 0.88 0.18
Finance 1.56 0.35
Textiles & Apparels 0.7 0.17
Transport Services 0.32 0.37
Food Products 0.73 -
Leisure Services 0.47 0.16
Gas - 0.2
Ferrous Metals - 0.55
Non - Ferrous Metals - 0.5
Healthcare Services - 0.53
Automobiles - 1.1
Fertilizers & Agrochemicals - 0.28
Entertainment - 0.29
Realty - 0.32
Aerospace & Defense - 0.24
Telecom - Services - 0.88
Power - 0.56
Consumable Fuels - 0.37
Minerals & Mining - 0.24
Retailing - 0.56

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