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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) | ₹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 | 1.74% | 1.42% |
| 6 Month | 4.65% | 5.12% |
| 1 Year | 11.38% | 9.89% |
| 3 Year | 11.02% | 8.3% |
| 5 Year | 12.49% | 9.37% |
SIP Return Analysis
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.97% | 3.99% |
| 1 Year | 9.65% | 9.7% |
| 3 Year | 11.51% | 9.04% |
| 5 Year | 10.64% | 7.9% |
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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