UTI Conservative Hybrid Fund vs Tata Equity Savings Fund compare
Tata Equity Savings Fund -Regular Plan-Growth Option
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
| 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) | ₹216 Cr | ₹613 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Aug 2003 | 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 | 1.13 | 1.65 |
| Manager | Sailesh Jain | V Srivatsa |
| ISIN Code | INF277K01907 | INF789F1A744 |
| Exits Load | Tata Equity Savings Fund - Regular Plan - Growth charges 0.25% 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 |
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.47% | -0.26% |
| 6 Month | 1.64% | 0.54% |
| 1 Year | 9.9% | 8.23% |
| 3 Year | 8.39% | 9.81% |
| 5 Year | 9.03% | 10.8% |
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.41% | 4.85% |
| 3 Year | 10.46% | 10.75% |
| 5 Year | 9.96% | 11.2% |
| 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% |
| 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% | 0.63% |
| Beta | 0.82% | 0.92% |
| Alpha | 0.33% | 1.86% |
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| 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 |
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 30.31 | 33.86 |
| Large Cap | 14.56 | 23.09 |
| Mid Cap | 4.11 | 0.68 |
| Small Cap | 1.34 | 0.17 |
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 30.31 | 33.86 |
| Telecom - Services | 0.85 | 1.22 |
| Petroleum Products | 1.75 | 0.43 |
| Electrical Equipment | 0.36 | - |
| Pharmaceuticals & Biotechnology | 1.32 | 1.45 |
| Cement & Cement Products | 0.49 | 0.87 |
| Construction | 0.85 | 0.41 |
| Finance | 0.92 | 1.1 |
| Diversified FMCG | 0.67 | 1.26 |
| Banks | 5.18 | 6.31 |
| Agricultural, Commercial & Construction Vehicles | 0.45 | - |
| Insurance | -0.01 | 1 |
| Ferrous Metals | 0.2 | -0.01 |
| IT - Software | 2.76 | 3.22 |
| Industrial Products | 0.44 | - |
| Auto Components | 0.56 | - |
| Financial Technology (Fintech) | 0.34 | - |
| Automobiles | 0.3 | 2.12 |
| Industrial Manufacturing | 0.46 | - |
| Transport Services | 0.41 | 0.8 |
| Power | 1.04 | 1.45 |
| Transport Infrastructure | -0.03 | - |
| Consumer Durables | 0.7 | - |
| Personal Products | - | 0 |
| Non - Ferrous Metals | - | 0.18 |
| Gas | - | 0.66 |
| Diversified Metals | - | 0.8 |
| Oil | - | 0.38 |
| Realty | - | 0.2 |
| Consumable Fuels | - | 0.1 |
| Minerals & Mining | - | -0.01 |
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