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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) | ₹1703 Cr | ₹235 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 | -1.05% | -0.87% |
| 6 Month | 0.15% | 0.8% |
| 1 Year | 5.68% | 6.02% |
| 3 Year | 9.34% | 7.49% |
| 5 Year | 8.76% | 6.57% |
SIP Return Analysis
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.46% | 0.06% |
| 1 Year | 1.79% | 2.53% |
| 3 Year | 7.28% | 6.14% |
| 5 Year | 8.1% | 6.21% |
Rolling Lumpsum Returns
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.63% | 7.29% |
| 3 Year | 9.43% | 7.33% |
| 5 Year | 9.46% | 7.81% |
Risk Management
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.21% | 3.83% |
| Sharp | 0.95% | 0.47% |
| Beta | 0.55% | 0.53% |
| Alpha | 0.71% | -1.11% |
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 | 75.92 | 78.93 |
| Large Cap | 16.42 | 20.08 |
| Small Cap | 3.61 | - |
| Mid Cap | 4.04 | 0.98 |
Sector Allocation
| Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 75.42 | 78.63 |
| Energy | 1.41 | 2.58 |
| Utilities | 0.61 | 0.86 |
| Technology | 2.5 | 2.84 |
| Consumer Cyclical | 3.41 | 1.34 |
| Basic Materials | 1.03 | 0.41 |
| Consumer Defensive | 0.8 | 1.2 |
| Industrials | 1.63 | 1.31 |
| Financial Services | 8.71 | 7.87 |
| Healthcare | 1.99 | 2.03 |
| Communication Services | 1.85 | 0.93 |
| Real Estate | 0.64 | - |
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