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Axis Regular Saver Fund vs UTI Conservative Hybrid Fund compare

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tortoise-icon UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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tortoise-icon Axis Conservative Hybrid Fund - Regular Plan - Growth Option

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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 Conservative Hybrid Fund - Regular Plan - Growth Option
Fund UTI Conservative Hybrid Fund - Regular Plan - Growth Option Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹1633 Cr ₹267 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 16 Dec 2003 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 32% 64.15%
Expense Ratio 1.81 2.2
Manager Amit Kumar Premchandani Devang Shah
ISIN Code INF789F01893 INF846K01693
Exits Load UTI Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./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 UTI Conservative Hybrid Fund - Regular Plan - Growth Option Axis Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month 2.03% 1.9%
6 Month 3.04% 3.76%
1 Year 11.21% 10.05%
3 Year 10% 7.24%
5 Year 12.19% 9.12%

SIP Return Analysis

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Axis Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month 2.93% 3.38%
1 Year 7.75% 8.25%
3 Year 11.02% 8.68%
5 Year 10.43% 7.74%

Rolling Lumpsum Returns

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Axis Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 9.83% 7.4%
3 Year 9.34% 7.34%
5 Year 9.33% 7.81%

Risk Management

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 4.158% 4.135%
Sharp 0.455% -0.202%
Beta 1.159% 1.16%
Alpha 0.778% -1.912%

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Fund Managers

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Name Amit Kumar Premchandani Devang Shah
Total AUM ₹13572 Cr ₹60014 Cr
Funds Managed 3 15
UTI Conservative Hybrid Fund - Regular Plan - Growth Option Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Others 78.71 78.03
Large Cap 14.48 20.05
Small Cap 2.92 1.13
Mid Cap 3.88 0.79

Sector Allocation

Scheme Name

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Others 78.71 78.03
Energy 1.23 1.82
Utilities 0.56 -
Technology 2.49 2.74
Basic Materials 2.1 1.48
Consumer Defensive 0.75 0.72
Industrials 1.1 0.58
Consumer Cyclical 2.55 2.12
Healthcare 1.67 1.69
Financial Services 7.2 10.09
Communication Services 1.33 0.73
Real Estate 0.32 -

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