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) | ₹1574 Cr | ₹714 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 | 1.23% | 1.11% |
6 Month | 9.29% | 5.87% |
1 Year | 5.08% | 3.82% |
3 Year | 11.02% | 10.64% |
5 Year | 12% | 11.74% |
SIP Return Analysis
Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.35% | 1.27% |
1 Year | 9.8% | 6.12% |
3 Year | 11.07% | 9.28% |
5 Year | 10.52% | 9.81% |
Rolling Lumpsum Returns
Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 10.94% | 9.59% |
3 Year | 11.12% | 10.61% |
5 Year | 12.01% | 11.01% |
Risk Management
Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 5.53% | 4.5% |
Sharp | 0.65% | 0.97% |
Beta | - | 0.05% |
Alpha | - | 4.02% |
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 | 35.48 | 34.86 |
Large Cap | 50.69 | 62.4 |
Small Cap | 7.22 | - |
Mid Cap | 6.61 | 2.74 |
Sector Allocation
Scheme Name |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 33.46 | 32.18 |
Energy | 4 | 4.99 |
Utilities | 4.03 | 2.4 |
Technology | 4.62 | 7.35 |
Consumer Cyclical | 7.89 | 7.95 |
Healthcare | 5.1 | 2.67 |
Basic Materials | 6.51 | 8.63 |
Consumer Defensive | 2.73 | 1.31 |
Industrials | 6.44 | 3.39 |
Financial Services | 21.98 | 24.88 |
Real Estate | 1.25 | 1.28 |
Communication Services | 1.99 | 2.97 |
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