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Aditya Birla Sun Life Regular Savings Fund vs UTI Conservative Hybrid Fund compare

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tortoise-icon Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

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tortoise-icon UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

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

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) ₹1389 Cr ₹1633 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 0.73% 0.59%
6 Month 2.87% 2.65%
1 Year 8.89% 8.74%
3 Year 10.18% 11.34%
5 Year 12.06% 11.88%

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 3.41% 3.39%
1 Year 8.76% 7.84%
3 Year 9.8% 10.7%
5 Year 9.49% 10.15%

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 10.24% 9.86%
3 Year 8.45% 9.33%
5 Year 8.94% 9.38%

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 3.662% 4.158%
Sharp 0.222% 0.455%
Beta 0.986% 1.159%
Alpha -0.122% 0.778%

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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 79.39 78.71
Large Cap 17 14.48
Small Cap 1.99 2.92
Mid Cap 1.62 3.88

Sector Allocation

Scheme Name

Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 77.14 78.71
Energy 1.48 1.23
Technology 2.86 2.49
Industrials 1.69 1.1
Basic Materials 1.58 2.1
Financial Services 7.91 7.2
Healthcare 1.45 1.67
Real Estate 1.31 0.32
Consumer Cyclical 1.83 2.55
Consumer Defensive 0.89 0.75
Utilities 0.75 0.56
Communication Services 1.11 1.33

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