- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
UTI Conservative Hybrid Fund vs Axis Regular Saver Fund compare
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹1690 Cr | ₹271 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 16 Dec 2003 | 16 Jul 2010 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 | NIFTY 50 Hybrid Composite Debt 15:85 |
| Turn Over | 32% | 64.15% |
| Expense Ratio | 1.81 | 2.2 |
| Manager | Amit Kumar Premchandani | Devang Shah |
| ISIN Code | INF789F01893 | INF846K01693 |
| Exits Load | UTI Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Conservative Hybrid 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 | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.43% | 0.82% |
| 6 Month | 2.5% | 1.91% |
| 1 Year | 5.61% | 5.66% |
| 3 Year | 9.72% | 7.3% |
| 5 Year | 10.12% | 7.45% |
SIP Return Analysis
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.31% | 1.19% |
| 1 Year | 6.86% | 6.28% |
| 3 Year | 9.34% | 7.41% |
| 5 Year | 9.22% | 6.84% |
Rolling Lumpsum Returns
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.76% | 7.37% |
| 3 Year | 9.39% | 7.33% |
| 5 Year | 9.45% | 7.97% |
Risk Management
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.79% | 3.61% |
| Sharp | 0.79% | 0.17% |
| Beta | 1.21% | 1.16% |
| Alpha | 0.02% | -2.21% |
Fund Managers
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Amit Kumar Premchandani | Devang Shah |
| Total AUM | ₹13572 Cr | ₹60014 Cr |
| Funds Managed | 3 | 15 |
| UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 76.17 | 81.11 |
| Large Cap | 16.5 | 17.6 |
| Small Cap | 3.67 | 0.45 |
| Mid Cap | 3.66 | 0.84 |
Sector Allocation
| Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 75.63 | 80.64 |
| Energy | 1.36 | 1.95 |
| Utilities | 0.65 | 0.77 |
| Technology | 2.44 | 2.1 |
| Consumer Cyclical | 3.49 | 1.22 |
| Basic Materials | 1.64 | 0.91 |
| Consumer Defensive | 0.55 | 0.84 |
| Industrials | 1.52 | 1.07 |
| Financial Services | 8.34 | 8.15 |
| Healthcare | 1.97 | 1.53 |
| Communication Services | 1.87 | 0.83 |
| Real Estate | 0.55 | - |
Top Comparisons
Invesco India Infrastructure Fund - Growth Option
3Y Returns23.76%
Quant Infrastructure Fund - Growth Option
3Y Returns17.11%
WhiteOak Capital Special Opportunities Fund-Reg (G)
3Y Returns0%
KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH
3Y Returns0%
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns16.87%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns16.94%
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns24.52%
Sundaram Mid Cap Fund Regular Plan - Growth
3Y Returns23.47%
