- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1549 Cr | ₹1701 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 | -0.09% | 0.03% |
| 6 Month | 3.28% | 1.96% |
| 1 Year | 6.25% | 4.67% |
| 3 Year | 8.84% | 9.38% |
| 5 Year | 9.39% | 9.28% |
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 | 1.27% | 0.91% |
| 1 Year | 8.12% | 6.23% |
| 3 Year | 9.05% | 8.76% |
| 5 Year | 8.68% | 8.87% |
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% | 9.67% |
| 3 Year | 9.5% | 9.43% |
| 5 Year | 9.87% | 9.47% |
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 | 1.03% | 0.95% |
| Beta | 0.64% | 0.55% |
| Alpha | 0.77% | 0.88% |
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 | 79.96 | 75.89 |
| Large Cap | 14.37 | 16.48 |
| Mid Cap | 2.96 | 3.97 |
| Small Cap | 2.71 | 3.66 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 77.68 | 75.38 |
| Energy | 0.73 | 1.38 |
| Technology | 2.62 | 2.53 |
| Industrials | 1.5 | 1.61 |
| Basic Materials | 1.77 | 1.04 |
| Financial Services | 7.35 | 8.71 |
| Real Estate | 1.03 | 0.62 |
| Healthcare | 2.65 | 2.02 |
| Consumer Cyclical | 2.31 | 3.42 |
| Consumer Defensive | 0.96 | 0.8 |
| Utilities | 0.18 | 0.63 |
| Communication Services | 1.22 | 1.87 |
Top Comparisons
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns7.27%
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
3Y Returns7.26%
HDFC Overnight Fund - Growth Option
3Y Returns6.28%
UTI - Overnight Fund - Regular Plan - Growth Option
3Y Returns6.37%
Kotak US Specific Equity Passive FOF - Regular Plan - Growth
3Y Returns33.99%
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
3Y Returns22.03%
ICICI Prudential Money Market Fund Option - Growth
3Y Returns7.51%
DSP Savings Fund - Regular Plan - Growth
3Y Returns7.19%
