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 High Moderately High
Asset Size (Cr) ₹9995 Cr ₹1617 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 25 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 1.11 1.8
Manager Pradeep Kesavan Amit Kumar Premchandani
ISIN Code INF200K01859 INF789F01893
Exits Load For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year/365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month -1.33% -1.47%
6 Month 4.98% 6.3%
1 Year 12.72% 13.93%
3 Year 8.83% 8.06%
5 Year 10.89% 9.82%

SIP Return Analysis

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 12.03% 13.01%
3 Year 11.7% 11.53%
5 Year 11.62% 11.15%

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 76.19 75.65
Large Cap 8.2 15.44
Small Cap 10.74 4.37
Mid Cap 4.87 4.51

Sector Allocation

Scheme Name

SBI Conservative Hybrid Fund - Regular Plan - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 17.61 75.65
Sovereign 13.86 -
Energy 5.32 -
Technology 2.03 -
Metals & Mining 2.21 -
Construction 7.85 0.24
Financial 28.03 -
Services 1.84 -
Materials 1.29 -
Healthcare 0.6 -
Automobile 1.17 -
Consumer Discretionary 1.42 -
Chemicals 1.06 -
Consumer Staples 1.74 -
Communication 7.75 -
Insurance 0.57 0.77
Capital Goods 5.19 -
Textiles 0.46 -
Petroleum Products - 0.59
Gas - 0.26
IT - Software - 2.74
Cement & Cement Products - 0.64
Personal Products - 0.45
Transport Services - 0.34
Ferrous Metals - 0.59
Textiles & Apparels - 0.22
Non - Ferrous Metals - 0.54
Pharmaceuticals & Biotechnology - 1.85
Banks - 6.22
Healthcare Services - 0.53
Automobiles - 1.27
Consumer Durables - 1.02
Electrical Equipment - 0.16
Diversified FMCG - 0.25
Fertilizers & Agrochemicals - 0.28
Entertainment - 0.3
Agricultural Food & other Products - 0.24
Realty - 0.38
Industrial Products - 0.21
Aerospace & Defense - 0.24
Telecom - Services - 0.92
Capital Markets - 0.32
Power - 0.54
Consumable Fuels - 0.4
Minerals & Mining - 0.16
Retailing - 0.63
Finance - 0.39
Auto Components - 0.37
Leisure Services - 0.03
Transport Infrastructure - 0.23

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