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) | ₹1450 Cr | ₹1706 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 | 0.24% | -0.13% |
6 Month | 6.22% | 4.96% |
1 Year | 8.03% | 6.54% |
3 Year | 9.29% | 10.27% |
5 Year | 11.27% | 11.14% |
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 | 3.03% | 2.41% |
1 Year | 9.43% | 7.45% |
3 Year | 10.12% | 10.56% |
5 Year | 9.62% | 10.05% |
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 | 3.36% | 3.93% |
Sharp | 1.04% | 1.14% |
Beta | 0.96% | 1.19% |
Alpha | 0.29% | 0.46% |
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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 | 78.25 | 76.1 |
Large Cap | 15.76 | 16.44 |
Mid Cap | 3.38 | 3.9 |
Small Cap | 2.62 | 3.55 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 75.39 | 75.67 |
Energy | 0.81 | 1.41 |
Technology | 2.5 | 2.64 |
Industrials | 2.48 | 1.59 |
Consumer Cyclical | 1.83 | 3.42 |
Basic Materials | 1.88 | 2.04 |
Financial Services | 8.34 | 8.23 |
Healthcare | 2.71 | 1.91 |
Real Estate | 1.36 | 0.33 |
Consumer Defensive | 1.14 | 0.53 |
Utilities | 0.26 | 0.66 |
Communication Services | 1.3 | 1.57 |
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