Axis Equity Saver Fund vs UTI Conservative Hybrid Fund compare

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UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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Axis Equity Savings Fund - Regular Plan - Growth

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Chart Comparison

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

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)	₹746 Cr	₹924 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

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
1 Month	1.54%	0.75%
6 Month	4.34%	3.27%
1 Year	7.09%	4.17%
3 Year	10.55%	9.74%
5 Year	10.94%	9.23%

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
6 Month	3.24%	2.22%
1 Year	10.55%	8.65%
3 Year	9.91%	9.36%
5 Year	10.14%	8.96%

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
1 Year	8.46%	8.4%
3 Year	10.61%	8.82%
5 Year	11.14%	9.15%

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
Standard Deviation	4.5%	5.09%
Sharp	1.09%	0.61%
Beta	0.99%	-
Alpha	0.77%	-

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

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
Others	32	27.95
Large Cap	33.4	55.27
Mid Cap	2	7.35
Small Cap	-	9.44

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
Others	26.93	27.59
Telecom - Services	1.55	2.91
Petroleum Products	4.13	9.59
IT - Software	5.68	2.82
Personal Products	0	0.38
Construction	1.77	3.48
Ferrous Metals	0.51	3.34
Finance	1.88	1.41
Non - Ferrous Metals	0.35	-
Banks	6.03	20.6
Realty	2.83	1.3
Cement & Cement Products	1.31	1.72
Pharmaceuticals & Biotechnology	1.51	4.1
Automobiles	2.78	2.46
Insurance	1.05	1.35
Diversified FMCG	1.93	1.77
Transport Infrastructure	1.4	0.04
-	0.84	-
Diversified Metals	1.18	-
Consumable Fuels	0.78	-
Minerals & Mining	0	-
Transport Services	0.89	-
Power	2.07	1.06
Retailing	-	1.91
Auto Components	-	2.19
Capital Markets	-	0.05
Healthcare Services	-	2.42
Aerospace & Defense	-	1.31
Electrical Equipment	-	0.44
Commercial Services & Supplies	-	1.04
Consumer Durables	-	1.6
Industrial Products	-	0.69
Oil	-	0.22
Chemicals & Petrochemicals	-	0.47
Industrial Manufacturing	-	1.34
Beverages	-	0.41