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Aditya Birla Sun Life Regular Savings Fund vs UTI Conservative Hybrid Fund compare
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹1541 Cr | ₹1703 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 22 May 2004 | 16 Dec 2003 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 85+15 Conservative TRI | NIFTY 50 Hybrid Composite Debt 15:85 |
| Turn Over | 149% | 32% |
| Expense Ratio | 1.91 | 1.81 |
| Manager | Dhaval Joshi | Amit Kumar Premchandani |
| ISIN Code | INF209K01751 | INF789F01893 |
| Exits Load | Aditya Birla Sun Life Regular Savings Fund- Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.13% | -0.72% |
| 6 Month | 1.76% | 0.5% |
| 1 Year | 8.28% | 5.41% |
| 3 Year | 9.16% | 9.44% |
| 5 Year | 8.82% | 8.93% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.72% | 0.99% |
| 1 Year | 5.58% | 4.79% |
| 3 Year | 8.18% | 8.05% |
| 5 Year | 8.25% | 8.52% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.93% | 9.63% |
| 3 Year | 9.5% | 9.43% |
| 5 Year | 9.87% | 9.46% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.44% | 4.21% |
| Sharp | 1.01% | 0.95% |
| Beta | 0.64% | 0.55% |
| Alpha | 0.68% | 0.71% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhaval Joshi | Amit Kumar Premchandani |
| Total AUM | ₹361932 Cr | ₹13572 Cr |
| Funds Managed | 55 | 3 |
| Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 80.18 | 75.92 |
| Large Cap | 14.65 | 16.42 |
| Mid Cap | 2.81 | 4.04 |
| Small Cap | 2.36 | 3.61 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 77.92 | 75.42 |
| Energy | 0.76 | 1.41 |
| Technology | 2.5 | 2.5 |
| Industrials | 1.49 | 1.63 |
| Basic Materials | 1.87 | 1.03 |
| Financial Services | 7.44 | 8.71 |
| Real Estate | 0.86 | 0.64 |
| Healthcare | 2.57 | 1.99 |
| Consumer Cyclical | 2.22 | 3.41 |
| Consumer Defensive | 0.95 | 0.8 |
| Utilities | 0.19 | 0.61 |
| Communication Services | 1.23 | 1.85 |
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