UTI Conservative Hybrid Fund vs Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) compare
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|---|
Fund | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderate | Moderate | Moderate |
Asset Size (Cr) | ₹1067 Cr | ₹1067 Cr | ₹650 Cr |
Min Investment | ₹100 | ₹100 | ₹5000 |
Min SIP Invesment | ₹200000 | ₹200000 | ₹500 |
Min Addl Investment | ₹100 | ₹100 | ₹1000 |
Launch Date | 02 Jan 2013 | 02 Jan 2013 | 30 Aug 2018 |
Category | Equity Savings | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI | CRISIL Equity Saving |
Turn Over | % | % | 387% |
Expense Ratio | 0.75 | 0.75 | 1.64 |
Manager | Dwijendra Srivastava | Dwijendra Srivastava | V Srivatsa |
ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF789F1A744 |
Exits Load | Sundaram Equity Savings Fund - Direct Plan - Growth Accumulation Plan charges 0.5% of sell value; if fund sold before 7 days. There are no other charges./365 | Sundaram Equity Savings Fund - Direct Plan - Growth Accumulation Plan charges 0.5% of sell value; if fund sold before 7 days. There are no other charges./365 | UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Month | 2.16% | 2.16% | 1.93% |
6 Month | -1.65% | -1.65% | -0.85% |
1 Year | 9.25% | 9.25% | 6.49% |
3 Year | 11.74% | 11.74% | 9.9% |
5 Year | 17.06% | 17.06% | 13.77% |
SIP Return Analysis
Scheme Name | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|---|
6 Month | 0.6% | 0.6% | 0.97% |
1 Year | 4.55% | 4.55% | 3.65% |
3 Year | 12.94% | 12.94% | 10.42% |
5 Year | 13.43% | 13.43% | 10.85% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Year | 9.43% | 9.43% | 10.67% |
3 Year | 9.27% | 9.27% | 10.51% |
5 Year | 10.01% | 10.01% | 10.63% |
Risk Management
Scheme Name | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|---|
Standard Deviation | 5.681% | 5.681% | 4.5% |
Sharp | 0.875% | 0.875% | 0.71% |
Beta | - | - | 0.94% |
Alpha | - | - | 1.61% |
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Fund Managers
Scheme Name | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|---|
Name | Dwijendra Srivastava | Dwijendra Srivastava | V Srivatsa |
Total AUM | ₹14140 Cr | ₹14140 Cr | ₹7921 Cr |
Funds Managed | 14 | 14 | 3 |
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option |
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 27.55 | 27.55 | 33.21 |
Large Cap | 58.49 | 58.49 | 62.93 |
Mid Cap | 8.77 | 8.77 | 3.86 |
Small Cap | 5.19 | 5.19 | - |
Sector Allocation
Scheme Name |
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option |
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 27.69 | 27.69 | 32.7 |
Energy | 8.35 | 8.35 | 3.63 |
Technology | 8.85 | 8.85 | 7.79 |
Basic Materials | 2.65 | 2.65 | 8.43 |
Industrials | 6.64 | 6.64 | 2.32 |
Financial Services | 21.31 | 21.31 | 24.76 |
Consumer Defensive | 4.31 | 4.31 | 2.03 |
Healthcare | 3.57 | 3.57 | 2.31 |
Consumer Cyclical | 10.06 | 10.06 | 9.63 |
Communication Services | 5.78 | 5.78 | 3.53 |
Real Estate | 0.25 | 0.25 | 0.53 |
Utilities | 0.54 | 0.54 | 2.34 |
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