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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) | ₹1690 Cr | ₹271 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 | 1.83% | 1.57% |
| 6 Month | 2.93% | 1.97% |
| 1 Year | 6.11% | 5.9% |
| 3 Year | 10.06% | 7.5% |
| 5 Year | 10.54% | 7.74% |
SIP Return Analysis
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.24% | 1.07% |
| 1 Year | 7.14% | 6.48% |
| 3 Year | 9.57% | 7.54% |
| 5 Year | 9.38% | 6.95% |
Rolling Lumpsum Returns
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.76% | 7.37% |
| 3 Year | 9.39% | 7.33% |
| 5 Year | 9.45% | 7.97% |
Risk Management
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.77% | 3.58% |
| Sharp | 0.76% | 0.12% |
| Beta | 1.21% | 1.16% |
| Alpha | 0.06% | -2.21% |
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 | 76.75 | 81.58 |
| Large Cap | 16.07 | 17.15 |
| Small Cap | 3.54 | 0.46 |
| Mid Cap | 3.64 | 0.81 |
Sector Allocation
| Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 76.24 | 81.14 |
| Energy | 1.34 | 1.95 |
| Utilities | 0.62 | 0.77 |
| Technology | 2.41 | 2.03 |
| Consumer Cyclical | 3.47 | 1.19 |
| Basic Materials | 1.78 | 0.92 |
| Consumer Defensive | 0.56 | 0.84 |
| Industrials | 1.48 | 1.02 |
| Financial Services | 8.01 | 7.9 |
| Healthcare | 1.96 | 1.44 |
| Communication Services | 1.73 | 0.79 |
| Real Estate | 0.41 | - |
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