Axis Equity Saver Fund vs UTI Conservative Hybrid Fund compare
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Axis Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Fund | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderately High |
Asset Size (Cr) | ₹707 Cr | ₹952 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 30 Aug 2018 | 14 Aug 2015 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Equity Saving | NIFTY Equity Savings TRI |
Turn Over | 387% | 34.8% |
Expense Ratio | 1.64 | 2.26 |
Manager | V Srivatsa | Hardik Shah |
ISIN Code | INF789F1A744 | INF846K01VO3 |
Exits Load | UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Axis 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 | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.63% | 0.73% |
6 Month | 4.8% | 3.62% |
1 Year | 5.38% | 4.6% |
3 Year | 12.04% | 11.17% |
5 Year | 12.45% | 11.16% |
SIP Return Analysis
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.74% | 2.93% |
1 Year | 7.03% | 5.57% |
3 Year | 10.38% | 9.98% |
5 Year | 10.57% | 9.39% |
Rolling Lumpsum Returns
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 10.08% | 8.73% |
3 Year | 10.5% | 8.7% |
5 Year | 10.87% | 8.98% |
Risk Management
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.5% | 5.60% |
Sharp | 1.44% | 0.84% |
Beta | 0.94% | - |
Alpha | 0.98% | - |
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Fund Managers
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Name | V Srivatsa | Hardik Shah |
Total AUM | ₹7921 Cr | ₹0 Cr |
Funds Managed | 3 | 12 |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 33.55 | 32.1 |
Large Cap | 63.37 | 57.44 |
Mid Cap | 3.08 | 5.97 |
Small Cap | - | 4.49 |
Sector Allocation
Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 32.99 | 30.72 |
Communication Services | 3.48 | 2.97 |
Energy | 5.69 | 10.75 |
Technology | 6.5 | 6.31 |
Consumer Defensive | 1.81 | 3.46 |
Industrials | 2.59 | 5.16 |
Basic Materials | 8.45 | 5.29 |
Financial Services | 24.54 | 24.1 |
Healthcare | 2.3 | 4.89 |
Consumer Cyclical | 9.24 | 4.2 |
Real Estate | 0 | 0.57 |
Utilities | 2.4 | 1.58 |
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