UTI Conservative Hybrid Fund vs Axis Regular Saver Fund compare

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UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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Axis Conservative Hybrid Fund - Regular Plan - Growth Option

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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 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)	₹1701 Cr	₹236 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

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month	0.02%	0.02%
6 Month	1.68%	1.78%
1 Year	6.05%	6.6%
3 Year	9.59%	7.47%
5 Year	9.25%	6.85%

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month	0.54%	1.03%
1 Year	4.99%	5.45%
3 Year	8.55%	7.15%
5 Year	8.81%	6.76%

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year	9.65%	7.31%
3 Year	9.42%	7.32%
5 Year	9.47%	7.83%

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	4.21%	3.83%
Sharp	0.95%	0.42%
Beta	0.55%	0.53%
Alpha	0.88%	-1.09%

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

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Others	75.89	78.85
Large Cap	16.48	20.14
Small Cap	3.66	-
Mid Cap	3.97	1.01

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Others	75.38	78.54
Energy	1.38	2.53
Utilities	0.63	0.85
Technology	2.53	2.79
Consumer Cyclical	3.42	1.35
Basic Materials	1.04	0.42
Consumer Defensive	0.8	1.19
Industrials	1.61	1.3
Financial Services	8.71	8.04
Healthcare	2.02	2.07
Communication Services	1.87	0.92
Real Estate	0.62	-