Compare UTI Conservative Hybrid Fund vs SBI Conservative Hybrid Fund
Risk
NA
High
Rating
3.0
4.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.83
1.54
NAV
₹67.65
₹72.86
Fund Started
01 Dec 2003
22 Feb 2001
Fund Size
₹1685.93 Cr
₹9870.94 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year
1 Year
0.46%
3.90%
3 Year
8.12%
9.06%
5 Year
7.88%
8.70%
Equity
23.99%
22.68%
Cash
3.76%
7.57%
Top 10 Holdings
HDFC Bank Ltd. | 2.11% |
ICICI Bank Ltd. | 1.43% |
Axis Bank Ltd. | 1.08% |
State Bank of India | 1.07% |
Bharti Airtel Ltd. | 1.03% |
Kotak Mahindra Bank Ltd. | 0.89% |
Infosys Ltd. | 0.80% |
Mahindra & Mahindra Ltd. | 0.73% |
Reliance Industries Ltd. | 0.66% |
Tech Mahindra Ltd. | 0.54% |
Asian Paints Ltd. | 1.79% |
Kingfa Science & Technology (India) Ltd. | 1.57% |
Biocon Ltd. | 1.50% |
Axis Bank Ltd. | 1.42% |
Bajaj Finserv Ltd. | 1.31% |
Reliance Industries Ltd. | 1.30% |
HDFC Life Insurance Co Ltd. | 1.20% |
Aether Industries Ltd. | 1.00% |
Avanti Feeds Ltd. | 0.96% |
Graphite India Ltd. | 0.84% |
Name
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Start Date
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Description
The scheme seeks to invest predominantly in debt and money market instruments and part of the portfolio into equity/equity related securities with a view to generating income and aim for capital appreciation.
The scheme seeks to provide the investors an opportunity to invest primarily in Debt and Money market instruments and secondarily in equity and equity related instruments.
Launch Date
01 Dec 2003
22 Feb 2001
