Axis Regular Saver Fund vs ICICI Prudential Regular Savings Fund compare
ICICI Prudential Regular Savings Fund - Plan - Growth
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | ICICI Prudential Regular Savings Fund - Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Moderately High |
| Asset Size (Cr) | ₹3359 Cr | ₹235 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 30 Mar 2004 | 16 Jul 2010 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 | NIFTY 50 Hybrid Composite Debt 15:85 |
| Turn Over | 21% | 64.15% |
| Expense Ratio | 1.67 | 2.2 |
| Manager | Sharmila D'mello | Devang Shah |
| ISIN Code | INF109K01902 | INF846K01693 |
| Exits Load | Data not available./365 | Axis Conservative Hybrid 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 | ICICI Prudential Regular Savings Fund - Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.07% | -0.56% |
| 6 Month | 1.94% | 0.91% |
| 1 Year | 7.86% | 5.6% |
| 3 Year | 10.16% | 7.54% |
| 5 Year | 9.05% | 6.75% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.06% | 0.06% |
| 1 Year | 4.43% | 2.53% |
| 3 Year | 8.46% | 6.14% |
| 5 Year | 8.82% | 6.21% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | - | 7.29% |
| 3 Year | - | 7.33% |
| 5 Year | - | 7.81% |
Risk Management
| Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.12% | 3.83% |
| Sharp | 1.41% | 0.47% |
| Beta | 0.42% | 0.53% |
| Alpha | 1.92% | -1.11% |
Fund Managers
| Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sharmila D'mello | Devang Shah |
| Total AUM | ₹354743 Cr | ₹60014 Cr |
| Funds Managed | 35 | 15 |
| ICICI Prudential Regular Savings Fund - Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ICICI Prudential Regular Savings Fund - Plan - Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 78.52 | 78.93 |
| Large Cap | 13.86 | 20.08 |
| Small Cap | 4.93 | - |
| Mid Cap | 2.69 | 0.98 |
Sector Allocation
| Scheme Name |
ICICI Prudential Regular Savings Fund - Plan - Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 75.9 | 78.63 |
| Energy | 1.56 | 2.58 |
| Technology | 2.14 | 2.84 |
| Consumer Cyclical | 3.17 | 1.34 |
| Communication Services | 2.05 | 0.93 |
| Healthcare | 2.24 | 2.03 |
| Basic Materials | 0.67 | 0.41 |
| Consumer Defensive | 1.6 | 1.2 |
| Financial Services | 6.88 | 7.87 |
| Real Estate | 1.63 | - |
| Industrials | 1.05 | 1.31 |
| Utilities | 1.1 | 0.86 |
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