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 0.79% 1.4%
6 Month 8.19% 9.2%
1 Year 14.65% 16.44%
3 Year 10.82% 10.25%
5 Year 11.71% 10.38%

SIP Return Analysis

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 6.97% 6.96%
3 Year 18.13% 16.61%
5 Year 33.27% 29.93%

Rolling Lumpsum Returns

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 11.02% 10.02%
3 Year 26.7% 24.28%
5 Year 34.85% 31.94%

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 75.14
Large Cap 8.2 16.28
Small Cap 10.74 4.67
Mid Cap 4.87 3.92

Sector Allocation

Scheme Name

SBI Conservative Hybrid Fund - Regular Plan - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 17.61 3.75
Sovereign 13.86 30.82
Energy 5.32 1.74
Technology 2.03 2.33
Metals & Mining 2.21 1.38
Construction 7.85 2.22
Financial 28.03 44.03
Services 1.84 1.3
Materials 1.29 1.12
Healthcare 0.6 2.34
Automobile 1.17 1.97
Consumer Discretionary 1.42 0.98
Chemicals 1.06 0.32
Consumer Staples 1.74 0.9
Communication 7.75 1.02
Insurance 0.57 0.7
Capital Goods 5.19 2.74
Textiles 0.46 0.35

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