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Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹921 Cr | ₹746 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 28 Nov 2014 | 30 Aug 2018 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | CRISIL Equity Saving |
| Turn Over | 378% | 387% |
| Expense Ratio | 1.12 | 1.64 |
| Manager | Pranav Gupta | V Srivatsa |
| ISIN Code | INF209KA1TS3 | INF789F1A744 |
| Exits Load | Aditya Birla Sun Life 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 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.84% | 0.77% |
| 6 Month | 4.02% | 3.35% |
| 1 Year | 8.38% | 6.65% |
| 3 Year | 8.99% | 10.57% |
| 5 Year | 8.35% | 10.71% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.57% | 3.24% |
| 1 Year | 10.58% | 10.55% |
| 3 Year | 9.46% | 9.91% |
| 5 Year | 8.35% | 10.14% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.99% | 8.46% |
| 3 Year | 7.67% | 10.61% |
| 5 Year | 8.09% | 11.14% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.8% | 4.5% |
| Sharp | 1.01% | 1.09% |
| Beta | 0.67% | 0.99% |
| Alpha | 0.62% | 0.77% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pranav Gupta | V Srivatsa |
| Total AUM | ₹10003 Cr | ₹7921 Cr |
| Funds Managed | 9 | 3 |
| Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 30.52 | 34.32 |
| Large Cap | 57.23 | 62.71 |
| Mid Cap | 7.08 | 2.97 |
| Small Cap | 5.17 | - |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 26.16 | 27.6 |
| Energy | 6.79 | 4.91 |
| Industrials | 10.61 | 4.77 |
| Technology | 4.01 | 6.04 |
| Basic Materials | 1.91 | 9.7 |
| Healthcare | 1.98 | 2.11 |
| Consumer Defensive | 3.38 | 2 |
| Financial Services | 30.95 | 25.26 |
| Real Estate | 3.1 | 3.67 |
| Consumer Cyclical | 5.03 | 8.69 |
| Utilities | 2.72 | 2.5 |
| Communication Services | 3.36 | 2.75 |
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