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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) | ₹1023 Cr | ₹810 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 | -0.66% | -0.97% |
| 6 Month | 2.67% | 2.9% |
| 1 Year | 8.41% | 7.5% |
| 3 Year | 9.27% | 10.42% |
| 5 Year | 7.57% | 10.07% |
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 | 0.76% | 1.22% |
| 1 Year | 6.54% | 6.29% |
| 3 Year | 8.27% | 8.57% |
| 5 Year | 7.82% | 9.45% |
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 | 8.05% | 8.38% |
| 3 Year | 7.71% | 10.64% |
| 5 Year | 8.09% | 11.09% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.92% | 4.02% |
| Sharp | 0.93% | 1.03% |
| Beta | 0.64% | 0.98% |
| Alpha | 0.91% | 0.95% |
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 | 31.11 | 35.09 |
| Large Cap | 52.87 | 61.83 |
| Mid Cap | 11.88 | 3.08 |
| Small Cap | 4.15 | - |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 26.79 | 26.21 |
| Energy | 6.32 | 4.96 |
| Industrials | 10.52 | 5.32 |
| Technology | 5.37 | 6.39 |
| Consumer Cyclical | 4.82 | 9.58 |
| Basic Materials | 2.39 | 8.15 |
| Healthcare | 1.45 | 1.98 |
| Consumer Defensive | 1.9 | 1.78 |
| Financial Services | 31.4 | 24.98 |
| Real Estate | 2.85 | 5.8 |
| Utilities | 1.97 | 2.16 |
| Communication Services | 4.23 | 2.69 |
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