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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) | ₹1710 Cr | ₹273 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 | 0.08% | 0.42% |
| 6 Month | 1.62% | 1.46% |
| 1 Year | 6.78% | 7.18% |
| 3 Year | 9.77% | 7.45% |
| 5 Year | 9.63% | 7.11% |
SIP Return Analysis
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.11% | 1.35% |
| 1 Year | 6.66% | 6.56% |
| 3 Year | 9.17% | 7.44% |
| 5 Year | 9.11% | 6.86% |
Rolling Lumpsum Returns
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.68% | 7.35% |
| 3 Year | 9.42% | 7.32% |
| 5 Year | 9.47% | 7.87% |
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 | 80.88 |
| Large Cap | 16.5 | 17.82 |
| 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 | 80.42 |
| Energy | 1.36 | 2.09 |
| Utilities | 0.65 | 0.76 |
| Technology | 2.44 | 2.12 |
| Consumer Cyclical | 3.49 | 1.25 |
| Basic Materials | 1.64 | 0.9 |
| Consumer Defensive | 0.55 | 0.85 |
| Industrials | 1.52 | 1.12 |
| Financial Services | 8.34 | 8.14 |
| Healthcare | 1.97 | 1.5 |
| Communication Services | 1.87 | 0.86 |
| Real Estate | 0.55 | - |
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