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) | ₹3264 Cr | ₹271 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 | 0.83% | 1% |
| 6 Month | 4.53% | 1.83% |
| 1 Year | 7.97% | 5.77% |
| 3 Year | 10.26% | 7.31% |
| 5 Year | 9.92% | 7.67% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.18% | 0.11% |
| 1 Year | 7.62% | 4.12% |
| 3 Year | 9.64% | 6.64% |
| 5 Year | 9.38% | 6.41% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 0.34% | 7.37% |
| 3 Year | 0.11% | 7.33% |
| 5 Year | 0.07% | 7.97% |
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 | 1.14% | 0.17% |
| Beta | 0.88% | 1.16% |
| Alpha | 1.19% | -2.21% |
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 | 78.05 | 81.58 |
| Large Cap | 14.07 | 17.15 |
| Small Cap | 5.33 | 0.46 |
| Mid Cap | 2.55 | 0.81 |
Sector Allocation
| Scheme Name |
ICICI Prudential Regular Savings Fund - Plan - Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 76.56 | 81.14 |
| Energy | 1.32 | 1.95 |
| Technology | 1.32 | 2.03 |
| Communication Services | 1.96 | 0.79 |
| Healthcare | 2.54 | 1.44 |
| Industrials | 0.71 | 1.02 |
| Financial Services | 6.82 | 7.9 |
| Basic Materials | 1.07 | 0.92 |
| Consumer Defensive | 0.93 | 0.84 |
| Real Estate | 1.6 | - |
| Consumer Cyclical | 4.02 | 1.19 |
| Utilities | 1.14 | 0.77 |
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