UTI Conservative Hybrid Fund vs Tata Equity Savings Fund compare

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tortoise-icon Tata Equity Savings Fund -Regular Plan-Growth Option

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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 Tata Equity Savings Fund -Regular Plan-Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Fund Tata Equity Savings Fund -Regular Plan-Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹156 Cr ₹382 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 26 Apr 1997 30 Aug 2018
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI CRISIL Equity Saving
Turn Over 59.93% 387%
Expense Ratio 1.11 1.51
Manager Sailesh Jain V Srivatsa
ISIN Code INF277K01907 INF789F1A744
Exits Load For units more than 12% of the investments, an exit load of 0.25% if redeemed within 90 days./365 For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month -0.54% -1.48%
6 Month 4.53% 3.66%
1 Year 14.32% 12.82%
3 Year 8.21% 9.61%
5 Year 9.08% 10.93%

SIP Return Analysis

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 11.23% 9.39%
3 Year 11.17% 12.07%
5 Year 10.38% 12.01%

Rolling Lumpsum Returns

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 6.98% 10.77%
3 Year 7.02% 10.67%
5 Year 6.87% 10.46%

Risk Management

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 3.99% 4.5%
Sharp 0.72% 0.69%
Beta 0.82% 0.92%
Alpha 0.33% 1.72%

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Fund Managers

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Name Sailesh Jain V Srivatsa
Total AUM ₹17041 Cr ₹7921 Cr
Fund Manage 7 3
Tata Equity Savings Fund -Regular Plan-Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Tata Equity Savings Fund -Regular Plan-Growth Option

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 31.53 33.57
Large Cap 54.06 63.15
Small Cap 2.49 -
Mid Cap 11.87 3.26

Sector Allocation

Scheme Name

Tata Equity Savings Fund -Regular Plan-Growth Option

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 47.79 51.76
Financial 8.65 8.72
Consumer Staples 2.22 1.34
Technology 3.25 2.33
Materials 0.58 1.07
Communication 1.82 1.5
Construction 2.01 1.08
Services 1.78 0.97
Healthcare 2.05 0.92
Sovereign 6.7 22.75
Energy 5.12 3.4
Capital Goods 6.77 -
Automobile 1.64 2.81
Insurance 1.17 0.45
Unclassified 8.4 -
Metals & Mining - 0.88

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