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) | ₹1814 Cr | ₹810 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹99 | ₹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 | -1.34% | -0.97% |
| 6 Month | 0.98% | 2.9% |
| 1 Year | 8.05% | 7.5% |
| 3 Year | 10.66% | 10.42% |
| 5 Year | 9.95% | 10.07% |
SIP Return Analysis
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.08% | 1.22% |
| 1 Year | 5.17% | 6.29% |
| 3 Year | 9.05% | 8.57% |
| 5 Year | 9.46% | 9.45% |
Rolling Lumpsum Returns
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.33% | 8.38% |
| 3 Year | 11.12% | 10.64% |
| 5 Year | 11.95% | 11.09% |
Risk Management
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 5.04% | 4.5% |
| Sharp | 0.97% | 1.22% |
| Beta | 1.19% | 0.98% |
| Alpha | 0.41% | 0.95% |
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 | 37.86 | 35.09 |
| Large Cap | 49.46 | 61.83 |
| Small Cap | 5.36 | - |
| Mid Cap | 7.32 | 3.08 |
Sector Allocation
| Scheme Name |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 33.18 | 26.21 |
| Energy | 3.43 | 4.96 |
| Utilities | 2.98 | 2.16 |
| Technology | 5.64 | 6.39 |
| Consumer Cyclical | 8.91 | 9.58 |
| Basic Materials | 6.68 | 8.15 |
| Healthcare | 5.42 | 1.98 |
| Consumer Defensive | 3.02 | 1.78 |
| Industrials | 6.02 | 5.32 |
| Financial Services | 21.79 | 24.98 |
| Real Estate | 0.98 | 5.8 |
| Communication Services | 1.96 | 2.69 |
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