UTI Conservative Hybrid Fund vs SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan compare
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Chart Comparison
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
Fund | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹1617 Cr | ₹27 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹250 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 16 Dec 2003 | 01 Mar 2010 |
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% | 252% |
Expense Ratio | 1.8 | 2.14 |
Manager | Amit Kumar Premchandani | Dwijendra Srivastava |
ISIN Code | INF789F01893 | INF903J01HB0 |
Exits Load | Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months./365 | Nil/365 |
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
1 Month | 1.4% | 0.72% |
6 Month | 9.2% | 5.42% |
1 Year | 16.44% | 11.21% |
3 Year | 10.25% | 8.97% |
5 Year | 10.38% | 9.1% |
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 6.96% | 4.59% |
3 Year | 16.61% | 12.61% |
5 Year | 29.93% | 23.66% |
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
1 Year | 10.02% | 8.28% |
3 Year | 24.28% | 19.96% |
5 Year | 31.94% | 25.47% |
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.21% | 4.91% |
Sharp | 0.83% | 0.48% |
Beta | 0.78% | 0.7% |
Alpha | 2.48% | 1.37% |
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Get Free Experts GuidanceScheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
Name | Amit Kumar Premchandani | Dwijendra Srivastava |
Total AUM | ₹13572 Cr | ₹14140 Cr |
Fund Manage | 3 | 14 |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
Others | 75.14 | 79.6 |
Large Cap | 16.28 | 20.4 |
Mid Cap | 3.92 | - |
Small Cap | 4.67 | - |
Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
Sovereign | 30.82 | 53.42 |
Financial | 44.03 | 8.56 |
Others | 3.75 | 25.17 |
Capital Goods | 2.74 | - |
Construction | 2.22 | 2.12 |
Technology | 2.33 | 1.62 |
Communication | 1.02 | 1.43 |
Automobile | 1.97 | - |
Metals & Mining | 1.38 | - |
Materials | 1.12 | 0.75 |
Healthcare | 2.34 | 1.98 |
Consumer Discretionary | 0.98 | - |
Insurance | 0.7 | - |
Energy | 1.74 | 2.26 |
Services | 1.3 | 0.94 |
Textiles | 0.35 | - |
Chemicals | 0.32 | - |
Consumer Staples | 0.9 | 1.75 |
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