UTI Conservative Hybrid Fund vs Aditya Birla Sun Life Regular Savings Fund compare
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹1378 Cr | ₹1684 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 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.12% | 0.73% |
6 Month | 4.8% | 4.83% |
1 Year | 9.01% | 8.38% |
3 Year | 10.4% | 11.37% |
5 Year | 11.75% | 11.66% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4% | 3.57% |
1 Year | 10.28% | 8.79% |
3 Year | 10.41% | 11.14% |
5 Year | 9.84% | 10.4% |
Rolling Lumpsum Returns
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% | 9.86% |
3 Year | 8.45% | 9.33% |
5 Year | 8.94% | 9.38% |
Risk Management
Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 3.54% | 4.12% |
Sharp | 0.81% | 0.96% |
Beta | 1.00% | 1.22% |
Alpha | -0.36% | 0.01% |
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Fund Managers
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 |
Market Cap
Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 79.03 | 76.68 |
Large Cap | 15.91 | 16.13 |
Mid Cap | 2.46 | 3.72 |
Small Cap | 2.59 | 3.47 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 76.14 | 76.39 |
Energy | 0.78 | 1.38 |
Technology | 2.46 | 2.55 |
Industrials | 2.11 | 1.58 |
Basic Materials | 1.97 | 1.96 |
Financial Services | 8.54 | 8.15 |
Healthcare | 2.21 | 1.77 |
Real Estate | 1.37 | 0.33 |
Consumer Cyclical | 1.77 | 3.21 |
Consumer Defensive | 1.12 | 0.54 |
Utilities | 0.33 | 0.62 |
Communication Services | 1.2 | 1.52 |
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