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) | ₹687 Cr | ₹946 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 | 1.37% | 0.86% |
6 Month | 4.12% | 2.07% |
1 Year | 6.42% | 5.47% |
3 Year | 12.41% | 11.55% |
5 Year | 12.5% | 11.26% |
SIP Return Analysis
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.6% | 3.71% |
1 Year | 8.26% | 6.7% |
3 Year | 11.1% | 10.7% |
5 Year | 11.04% | 9.83% |
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% | 5.87% |
Sharp | 1.12% | 0.64% |
Beta | 0.94% | - |
Alpha | 1% | - |
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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 | 32.26 | 32.1 |
Large Cap | 30.39 | 57.44 |
Mid Cap | 0.59 | 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 | 32.26 | 30.72 |
Telecom - Services | 1.5 | - |
Petroleum Products | 2.63 | - |
IT - Software | 3.27 | - |
Personal Products | 0 | - |
Construction | 0.64 | - |
Ferrous Metals | 0 | - |
Diversified FMCG | 1.18 | - |
Non - Ferrous Metals | 0.23 | - |
Banks | 6.6 | - |
Cement & Cement Products | 1.28 | - |
Pharmaceuticals & Biotechnology | 1.81 | - |
Automobiles | 4.04 | - |
Insurance | 1.12 | - |
Diversified Metals | 1.03 | - |
Oil | 0.68 | - |
Finance | 1.22 | - |
Consumable Fuels | 0.67 | - |
Minerals & Mining | -0.01 | - |
Transport Services | 1.24 | - |
Power | 1.85 | - |
Energy | - | 10.75 |
Technology | - | 6.31 |
Consumer Cyclical | - | 4.2 |
Healthcare | - | 4.89 |
Basic Materials | - | 5.29 |
Industrials | - | 5.16 |
Financial Services | - | 24.1 |
Consumer Defensive | - | 3.46 |
Utilities | - | 1.58 |
Real Estate | - | 0.57 |
Communication Services | - | 2.97 |
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