Mirae Asset Equity Savings Fund vs UTI Conservative Hybrid Fund compare
Mirae Asset Equity Savings Fund- Regular Plan- Growth
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Mirae Asset Equity Savings Fund- Regular Plan- Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderate |
Asset Size (Cr) | ₹1371 Cr | ₹687 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 17 Dec 2018 | 30 Aug 2018 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty Equity Savings Index | CRISIL Equity Saving |
Turn Over | 620% | 387% |
Expense Ratio | 1.32 | 1.64 |
Manager | Mahendra Kumar Jajoo | V Srivatsa |
ISIN Code | INF769K01EI5 | INF789F1A744 |
Exits Load | Mirae Asset Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | UTI Equity Savings 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 | Mirae Asset Equity Savings Fund- Regular Plan- Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.28% | 0.42% |
6 Month | 2.76% | 2.47% |
1 Year | 8.67% | 6.54% |
3 Year | 12.7% | 12.24% |
5 Year | 13.79% | 12.77% |
SIP Return Analysis
Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.76% | 2.93% |
1 Year | 9.27% | 6.51% |
3 Year | 11.71% | 10.48% |
5 Year | 11.07% | 10.65% |
Rolling Lumpsum Returns
Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 11.15% | 10.08% |
3 Year | 10.98% | 10.5% |
5 Year | 11.87% | 10.87% |
Risk Management
Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 5.742% | 4.26% |
Sharp | 0.406% | 1.21% |
Beta | - | 0.78% |
Alpha | - | 1.67% |
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Fund Managers
Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Mahendra Kumar Jajoo | V Srivatsa |
Total AUM | ₹8876 Cr | ₹7921 Cr |
Funds Managed | 4 | 3 |
Mirae Asset Equity Savings Fund- Regular Plan- Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 30.93 | 31.68 |
Large Cap | 53.76 | 29.9 |
Small Cap | 7.82 | - |
Mid Cap | 7.48 | 1.01 |
Sector Allocation
Scheme Name |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 29.65 | 31.68 |
Energy | 4.71 | - |
Utilities | 3.68 | - |
Industrials | 7 | - |
Technology | 8.79 | - |
Consumer Cyclical | 7.7 | - |
Basic Materials | 5.93 | - |
Healthcare | 6.04 | - |
Consumer Defensive | 2.66 | - |
Financial Services | 20.06 | - |
Communication Services | 2.23 | - |
Real Estate | 1.56 | - |
Telecom - Services | - | 1.73 |
Petroleum Products | - | 1.51 |
IT - Software | - | 2.73 |
Personal Products | - | 0 |
Construction | - | 0.44 |
Ferrous Metals | - | 0 |
Diversified FMCG | - | 1.22 |
Non - Ferrous Metals | - | 0.23 |
Banks | - | 7.36 |
Cement & Cement Products | - | 1.51 |
Pharmaceuticals & Biotechnology | - | 1.89 |
Automobiles | - | 4.15 |
Insurance | - | 0.65 |
Diversified Metals | - | 0.91 |
Oil | - | 0.86 |
Realty | - | 0.3 |
Finance | - | 1.45 |
Consumable Fuels | - | 0.66 |
Minerals & Mining | - | 0 |
Transport Services | - | 1.41 |
Power | - | 1.9 |
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