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) | ₹1732 Cr | ₹794 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 | 0.15% | 0.88% |
| 6 Month | 3.6% | 4.02% |
| 1 Year | 6.87% | 7.1% |
| 3 Year | 10.89% | 10.7% |
| 5 Year | 10.82% | 10.77% |
SIP Return Analysis
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.85% | 2.9% |
| 1 Year | 10.55% | 10.2% |
| 3 Year | 10.63% | 9.75% |
| 5 Year | 10.24% | 10.03% |
Rolling Lumpsum Returns
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.5% | 8.46% |
| 3 Year | 11.12% | 10.61% |
| 5 Year | 12.01% | 11.14% |
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 | 0.74% | 1.09% |
| Beta | - | 0.99% |
| Alpha | - | 0.77% |
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 | 36.73 | 34.32 |
| Large Cap | 49.77 | 62.71 |
| Small Cap | 6.3 | - |
| Mid Cap | 7.2 | 2.97 |
Sector Allocation
| Scheme Name |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.03 | 27.6 |
| Energy | 3.26 | 4.91 |
| Utilities | 3.49 | 2.5 |
| Technology | 4.83 | 6.04 |
| Consumer Cyclical | 8.05 | 8.69 |
| Basic Materials | 6.96 | 9.7 |
| Healthcare | 5.56 | 2.11 |
| Consumer Defensive | 3.13 | 2 |
| Industrials | 5.71 | 4.77 |
| Financial Services | 21.81 | 25.26 |
| Real Estate | 1.18 | 3.67 |
| Communication Services | 1.99 | 2.75 |
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