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) | ₹3375 Cr | ₹236 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 | -0.09% | 0.1% |
| 6 Month | 3.22% | 1.94% |
| 1 Year | 7.43% | 5.45% |
| 3 Year | 9.95% | 7.31% |
| 5 Year | 9.2% | 6.87% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.26% | 1.32% |
| 1 Year | 8.26% | 6.33% |
| 3 Year | 9.7% | 7.25% |
| 5 Year | 9.43% | 6.76% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 0.34% | 7.33% |
| 3 Year | 0.11% | 7.32% |
| 5 Year | 0.07% | 7.84% |
Risk Management
| Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.94% | 3.61% |
| Sharp | 1.07% | 0.17% |
| Beta | 0.90% | 1.19% |
| Alpha | 1.25% | -1.86% |
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 | 78.57 | 79.27 |
| Large Cap | 13.62 | 20.03 |
| Small Cap | 5.15 | 0 |
| Mid Cap | 2.66 | 0.7 |
Sector Allocation
| Scheme Name |
ICICI Prudential Regular Savings Fund - Plan - Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 75.86 | 78.97 |
| Energy | 1.38 | 2.44 |
| Technology | 1.78 | 2.45 |
| Communication Services | 2.46 | 1 |
| Healthcare | 2.31 | 1.72 |
| Financial Services | 6.54 | 8.62 |
| Basic Materials | 1.01 | 0.44 |
| Consumer Defensive | 0.87 | 0.95 |
| Real Estate | 1.61 | - |
| Consumer Cyclical | 3.99 | 1.31 |
| Industrials | 1 | 1.26 |
| Utilities | 1.18 | 0.84 |
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