UTI Conservative Hybrid Fund vs SBI Conservative Hybrid Fund compare

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SBI Conservative Hybrid Fund - Regular Plan - Growth

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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 Risk	Moderately High Risk
Asset Size (Cr)	₹9761 Cr	₹1633 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	1.54	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

Scheme Name	SBI Conservative Hybrid Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month	-0.67%	-0.1%
6 Month	-0.89%	0.26%
1 Year	7.12%	8.95%
3 Year	8.89%	8.5%
5 Year	10.11%	10.18%

Scheme Name	SBI Conservative Hybrid Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	2.61%	5.22%
3 Year	8.91%	9.59%
5 Year	9.78%	9.9%

Scheme Name	SBI Conservative Hybrid Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year	8.51%	9.83%
3 Year	8.46%	9.34%
5 Year	8.38%	9.33%

Scheme Name	SBI Conservative Hybrid Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	3.373%	4.074%
Sharp	0.782%	0.531%
Beta	0.87%	1.146%
Alpha	1.395%	0.554%

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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

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

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