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) | ₹1670 Cr | ₹733 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 | 1.2% | 1.47% |
| 6 Month | 5.01% | 3.26% |
| 1 Year | 7.69% | 5.94% |
| 3 Year | 11.47% | 11.03% |
| 5 Year | 11.79% | 11.72% |
SIP Return Analysis
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.07% | 2.06% |
| 1 Year | 10.56% | 8.29% |
| 3 Year | 11.14% | 9.69% |
| 5 Year | 10.61% | 10.07% |
Rolling Lumpsum Returns
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.79% | 9.18% |
| 3 Year | 11.06% | 10.57% |
| 5 Year | 12.06% | 11.08% |
Risk Management
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 5.43% | 4.5% |
| Sharp | 0.78% | 1.11% |
| Beta | - | 0.09% |
| Alpha | - | 4.34% |
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 | 35.9 | 33.93 |
| Large Cap | 50.05 | 63.2 |
| Small Cap | 6.87 | - |
| Mid Cap | 7.18 | 2.87 |
Sector Allocation
| Scheme Name |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 33.76 | 28.83 |
| Energy | 3.9 | 4.67 |
| Utilities | 3.79 | 2.55 |
| Technology | 4.27 | 6.63 |
| Consumer Cyclical | 8.88 | 9.19 |
| Healthcare | 5.55 | 2.7 |
| Consumer Defensive | 3.19 | 2.08 |
| Industrials | 6.02 | 3.22 |
| Basic Materials | 6.79 | 9.53 |
| Financial Services | 20.53 | 23.92 |
| Real Estate | 1.12 | 3.71 |
| Communication Services | 2.19 | 2.97 |
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