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Mirae Asset Equity Savings Fund vs UTI Conservative Hybrid Fund compare

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tortoise-icon Mirae Asset Equity Savings Fund- Regular Plan- Growth

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tortoise-icon UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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