Axis Regular Saver Fund vs UTI Conservative Hybrid Fund compare
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹1707 Cr | ₹282 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 | -0.79% | -0.56% |
6 Month | 4.89% | 4.16% |
1 Year | 6.08% | 5.62% |
3 Year | 9.69% | 6.98% |
5 Year | 10.9% | 7.87% |
SIP Return Analysis
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.26% | 0.86% |
1 Year | 5.51% | 5.08% |
3 Year | 9.64% | 7.36% |
5 Year | 9.46% | 6.87% |
Rolling Lumpsum Returns
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 9.82% | 7.41% |
3 Year | 9.37% | 7.35% |
5 Year | 9.43% | 8.03% |
Risk Management
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 3.74% | 3.59% |
Sharp | 0.89% | 0.23% |
Beta | 1.17% | 1.13% |
Alpha | 0.30% | -2.09% |
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 | 76.67 | 81.18 |
Large Cap | 15.89 | 17.09 |
Small Cap | 3.64 | 0.81 |
Mid Cap | 3.8 | 0.92 |
Sector Allocation
Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 76.27 | 80.62 |
Energy | 1.32 | 2.09 |
Utilities | 0.62 | 0.73 |
Technology | 2.42 | 2.07 |
Consumer Cyclical | 3.31 | 1.38 |
Basic Materials | 1.99 | 1.38 |
Consumer Defensive | 0.58 | 0.71 |
Industrials | 1.46 | 0.97 |
Financial Services | 8.02 | 7.69 |
Healthcare | 2.01 | 1.58 |
Communication Services | 1.67 | 0.77 |
Real Estate | 0.32 | - |
Top Comparisons
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns12.54%
SBI Balanced Advantage Fund Regular Growth
3Y Returns13.42%
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH
3Y Returns12.15%
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
3Y Returns16.68%
HDFC Hybrid Debt Fund - Growth Plan
3Y Returns10.35%
Parag Parikh Conservative Hybrid Fund Regular - Growth
3Y Returns11.25%
HDFC Equity Savings Fund - GROWTH PLAN
3Y Returns10.04%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns10.32%