UTI Conservative Hybrid Fund vs Aditya Birla Sun Life Regular Savings Fund compare

Link copied to clipboard!

Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

Invest Now

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Fund	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderately High
Asset Size (Cr)	₹1524 Cr	₹1707 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹500	₹1000
Launch Date	22 May 2004	16 Dec 2003
Category	Conservative	Conservative
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 85+15 Conservative TRI	NIFTY 50 Hybrid Composite Debt 15:85
Turn Over	149%	32%
Expense Ratio	1.91	1.81
Manager	Dhaval Joshi	Amit Kumar Premchandani
ISIN Code	INF209K01751	INF789F01893
Exits Load	Aditya Birla Sun Life Regular Savings Fund- Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	UTI Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month	-0.05%	-0.75%
6 Month	6.09%	4.87%
1 Year	7.97%	5.53%
3 Year	8.95%	9.61%
5 Year	11.1%	10.81%

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	2.23%	1.26%
1 Year	7.97%	5.51%
3 Year	9.51%	9.64%
5 Year	9.16%	9.46%

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year	10.24%	9.82%
3 Year	8.45%	9.37%
5 Year	8.94%	9.43%

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	3.00%	3.74%
Sharp	0.82%	0.89%
Beta	0.88%	1.17%
Alpha	0.17%	0.30%

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Name	Dhaval Joshi	Amit Kumar Premchandani
Total AUM	₹361932 Cr	₹13572 Cr
Funds Managed	55	3
	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	80.6	76.67
Large Cap	14.11	15.89
Mid Cap	2.88	3.8
Small Cap	2.41	3.64

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Others	78.14	76.27
Energy	0.68	1.32
Technology	2.11	2.42
Industrials	1.97	1.46
Basic Materials	1.69	1.99
Financial Services	7.2	8.02
Real Estate	1.45	0.32
Healthcare	2.64	2.01
Consumer Cyclical	1.66	3.31
Consumer Defensive	1.07	0.58
Utilities	0.24	0.62
Communication Services	1.13	1.67