UTI Conservative Hybrid Fund vs Axis Equity Saver Fund compare

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UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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Axis Equity Savings Fund - Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
Fund	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderate	Moderately High
Asset Size (Cr)	₹687 Cr	₹946 Cr
Min Investment	₹5000	₹500
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	30 Aug 2018	14 Aug 2015
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Equity Saving	NIFTY Equity Savings TRI
Turn Over	387%	34.8%
Expense Ratio	1.64	2.26
Manager	V Srivatsa	Hardik Shah
ISIN Code	INF789F1A744	INF846K01VO3
Exits Load	UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365	Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
1 Month	0.16%	0.23%
6 Month	3.74%	2.09%
1 Year	6.5%	6.19%
3 Year	12.54%	11.52%
5 Year	12.44%	11.2%

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
6 Month	2.73%	2.68%
1 Year	6.86%	5.06%
3 Year	10.73%	10.24%
5 Year	10.83%	9.57%

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
1 Year	10.08%	8.73%
3 Year	10.5%	8.7%
5 Year	10.87%	8.98%

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
Standard Deviation	4.63%	5.87%
Sharp	0.99%	0.64%
Beta	0.94%	-
Alpha	1%	-

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Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
Name	V Srivatsa	Hardik Shah
Total AUM	₹7921 Cr	₹0 Cr
Funds Managed	3	12
	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Axis Equity Savings Fund - Regular Plan - Growth

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
Others	31.68	31.59
Large Cap	29.9	54.98
Mid Cap	1.01	6.77
Small Cap	-	6.67

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
Others	31.68	30.3
Telecom - Services	1.73	-
Petroleum Products	1.51	-
IT - Software	2.73	-
Personal Products	0	-
Construction	0.44	-
Ferrous Metals	0	-
Diversified FMCG	1.22	-
Non - Ferrous Metals	0.23	-
Banks	7.36	-
Cement & Cement Products	1.51	-
Pharmaceuticals & Biotechnology	1.89	-
Automobiles	4.15	-
Insurance	0.65	-
Diversified Metals	0.91	-
Oil	0.86	-
Realty	0.3	-
Finance	1.45	-
Consumable Fuels	0.66	-
Minerals & Mining	0	-
Transport Services	1.41	-
Power	1.9	-
Energy	-	9.33
Industrials	-	6.57
Technology	-	6.7
Consumer Cyclical	-	5.6
Basic Materials	-	6.07
Healthcare	-	5.21
Financial Services	-	21.62
Consumer Defensive	-	3.73
Utilities	-	1.53
Real Estate	-	0.76
Communication Services	-	2.59