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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) | ₹709 Cr | ₹945 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 | -0.26% | 0.32% |
| 6 Month | 4.13% | 5.56% |
| 1 Year | 3.83% | 3.49% |
| 3 Year | 10.63% | 9.81% |
| 5 Year | 11.5% | 10.64% |
SIP Return Analysis
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.05% | 1.64% |
| 1 Year | 4.64% | 4.2% |
| 3 Year | 9.21% | 9.17% |
| 5 Year | 9.84% | 8.87% |
Rolling Lumpsum Returns
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.59% | 8.63% |
| 3 Year | 10.61% | 8.73% |
| 5 Year | 11.01% | 9.04% |
Risk Management
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.5% | 5.25% |
| Sharp | 1.15% | 0.59% |
| Beta | 0.06% | - |
| Alpha | 4.64% | - |
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 | 34.86 | 34.05 |
| Large Cap | 62.4 | 53.77 |
| Mid Cap | 2.74 | 6.62 |
| Small Cap | - | 5.56 |
Sector Allocation
| Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.18 | 32.06 |
| Communication Services | 2.97 | 2.96 |
| Energy | 4.99 | 9.07 |
| Technology | 7.35 | 6.56 |
| Consumer Defensive | 1.31 | 2.97 |
| Industrials | 3.39 | 5.2 |
| Basic Materials | 8.63 | 5.02 |
| Financial Services | 24.88 | 23.24 |
| Real Estate | 1.28 | 0.39 |
| Healthcare | 2.67 | 6.2 |
| Consumer Cyclical | 7.95 | 5 |
| Utilities | 2.4 | 1.33 |
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