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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) | ₹912 Cr | ₹733 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 | 1.12% | 1.47% |
| 6 Month | 4.93% | 3.26% |
| 1 Year | 8.26% | 5.94% |
| 3 Year | 9.31% | 11.03% |
| 5 Year | 9.45% | 11.72% |
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 | 2.36% | 2.06% |
| 1 Year | 10.16% | 8.29% |
| 3 Year | 9.5% | 9.69% |
| 5 Year | 8.4% | 10.07% |
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 | 7.98% | 9.18% |
| 3 Year | 7.63% | 10.57% |
| 5 Year | 8.03% | 11.08% |
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 | 0.98% | 1.11% |
| Beta | 0.12% | 0.09% |
| Alpha | 2.62% | 4.34% |
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 | 29.71 | 33.93 |
| Large Cap | 58.41 | 63.2 |
| Mid Cap | 7.79 | 2.87 |
| Small Cap | 4.09 | - |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 25.42 | 28.83 |
| Energy | 6.39 | 4.67 |
| Industrials | 9.9 | 3.22 |
| Technology | 4.55 | 6.63 |
| Basic Materials | 2.83 | 9.53 |
| Healthcare | 1.94 | 2.7 |
| Consumer Defensive | 3.37 | 2.08 |
| Financial Services | 29.01 | 23.92 |
| Real Estate | 3.14 | 3.71 |
| Consumer Cyclical | 7.64 | 9.19 |
| Utilities | 2.68 | 2.55 |
| Communication Services | 3.13 | 2.97 |
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