Link copied to clipboard!

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

Invest Now

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹974 Cr	₹794 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	0.48%	1.18%
6 Month	4.25%	4.28%
1 Year	8.82%	8.43%
3 Year	9.89%	11.33%
5 Year	8.09%	10.81%

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	1.83%	2.55%
1 Year	9.17%	9.18%
3 Year	9.15%	9.65%
5 Year	8.26%	10.06%

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%	8.41%
3 Year	7.69%	10.61%
5 Year	8.1%	11.12%

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	33.19	35.58
Large Cap	53.98	61.39
Mid Cap	8.39	3.03
Small Cap	4.44	-

Sector Allocation

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	28.64	28.43
Energy	6.62	5.07
Industrials	10.31	4.9
Technology	5.18	6.4
Consumer Cyclical	5.08	9.19
Basic Materials	1.75	7.67
Healthcare	1.68	2.21
Consumer Defensive	3.15	1.82
Financial Services	29.37	25.59
Real Estate	2.88	3.64
Utilities	2.1	2.22
Communication Services	3.24	2.86

Top Comparisons

Invesco India Financial Services Fund - Retail Growth

3Y Returns21.56%

VS

DSP Banking & Financial Services Fund - Reg (G)

3Y Returns0%

Compare Now

Nippon India Corporate Bond Fund - Growth Plan - Growth Option

3Y Returns7.77%

VS

PGIM India Corporate Bond Fund - Growth

3Y Returns7.11%

Compare Now

Franklin India ELSS Tax Saver Fund-Growth

3Y Returns18.75%

VS

DSP ELSS Tax Saver Fund - Regular Plan - Growth

3Y Returns20.93%

Compare Now

Nippon India Gilt Fund - Growth Plan - Growth Option

3Y Returns6.38%

VS

UTI - Gilt Fund - Regular Plan - Growth Option

3Y Returns6.91%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully