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)	₹646 Cr	₹687 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	1.29%	1.06%
6 Month	4.96%	4.53%
1 Year	8%	6.9%
3 Year	10.38%	12.55%
5 Year	10.37%	12.66%

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	3.75%	3.6%
1 Year	9.69%	8.26%
3 Year	9.8%	11.1%
5 Year	8.65%	11.04%

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year	8.16%	10.08%
3 Year	7.53%	10.5%
5 Year	7.89%	10.87%

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	0.78%	1.12%
Beta	0.75%	0.94%
Alpha	-0.2%	1%

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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

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	-18.9	31.68
Large Cap	52.45	29.9
Mid Cap	14.09	1.01
Small Cap	3.27	-

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	-23.38	31.68
Petroleum Products	6.65	1.51
Electrical Equipment	0.05	-
IT - Software	2.51	2.73
Cement & Cement Products	1.95	1.51
Construction	0.61	0.44
Ferrous Metals	2.1	0
Finance	4.62	1.45
Consumer Durables	0.39	-
Diversified FMCG	1.31	1.22
Non - Ferrous Metals	0.14	0.23
Banks	23.09	7.36
Pharmaceuticals & Biotechnology	2.25	1.89
Automobiles	5.79	4.15
Aerospace & Defense	0.95	-
Realty	4.27	0.3
Transport Infrastructure	8.06	-
Insurance	0.21	0.65
Capital Markets	0.38	-
Gas	2.35	-
IT - Services	0.78	-
Agricultural Food & other Products	0.12	-
Oil	1.37	0.86
Power	2.12	1.9
Food Products	0.13	-
Telecom - Services	0.76	1.73
Metals & Minerals Trading	0.1	-
Healthcare Services	0.11	-
Consumable Fuels	0.14	0.66
Minerals & Mining	0.22	0
Retailing	0.76	-
Personal Products	-	0
Diversified Metals	-	0.91
Transport Services	-	1.41