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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 Risk | Moderate Risk | Moderate Risk |
| 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 | -0.3% | -0.3% | 0.16% |
| 6 Month | -0.09% | -0.09% | -0.18% |
| 1 Year | 10.09% | 10.09% | 6.89% |
| 3 Year | 11.84% | 11.84% | 9.98% |
| 5 Year | 14.08% | 14.08% | 10.92% |
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 | - | - | - |
| 1 Year | 5.3% | 5.3% | 3.67% |
| 3 Year | 12.65% | 12.65% | 10.27% |
| 5 Year | 13.52% | 13.52% | 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 | 5.609% | 5.609% | 4.5% |
| Sharp | 0.932% | 0.932% | 0.66% |
| Beta | - | - | 0.95% |
| Alpha | - | - | 1.2% |
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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 |
| Fund Manage | 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 | 0.22 | 28.8 | 33.86 |
| Large Cap | 50.55 | 53.45 | 23.09 |
| Mid Cap | 8.69 | 10.77 | 0.68 |
| Small Cap | 9.22 | 6.25 | 0.17 |
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 | 0.22 | 28.8 | 33.86 |
| Petroleum Products | 6.47 | 8.78 | 0.43 |
| IT - Software | 6.97 | 6.11 | 3.22 |
| Cement & Cement Products | 2.07 | 1.24 | 0.87 |
| Construction | 1.83 | 2.4 | 0.41 |
| Ferrous Metals | 0.19 | 0.54 | -0.01 |
| Consumer Durables | 1.86 | 1.59 | - |
| Banks | 15.31 | 15.79 | 6.31 |
| Diversified FMCG | 1.74 | 1.51 | 1.26 |
| Non - Ferrous Metals | 0.96 | 0.86 | 0.18 |
| Pharmaceuticals & Biotechnology | 4.48 | 4.29 | 1.45 |
| Automobiles | 5.21 | 7.04 | 2.12 |
| Finance | 2.92 | 2.73 | 1.1 |
| Transport Services | 2.08 | 2.29 | 0.8 |
| Electrical Equipment | 3.09 | 2.41 | - |
| Realty | 0.29 | 0.28 | 0.2 |
| Industrial Products | 0.71 | - | - |
| Telecom - Services | 5.86 | 5.76 | 1.22 |
| Metals & Minerals Trading | 0.38 | 0.3 | - |
| Auto Components | 0.42 | 0.39 | - |
| Retailing | 1.36 | 1.91 | - |
| Beverages | 0.93 | 0.94 | - |
| Capital Markets | 2.07 | 1.8 | - |
| Power | 0.37 | 0.57 | 1.45 |
| Transport Infrastructure | 0.32 | 0.27 | - |
| Insurance | 0.57 | 0.67 | 1 |
| Personal Products | - | - | 0 |
| Gas | - | - | 0.66 |
| Diversified Metals | - | - | 0.8 |
| Oil | - | - | 0.38 |
| Consumable Fuels | - | - | 0.1 |
| Minerals & Mining | - | - | -0.01 |
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