Aditya Birla Sun Life Equity Savings Fund vs UTI Conservative Hybrid Fund compare

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tortoise-icon Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

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tortoise-icon UTI 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 Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Fund Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹647 Cr ₹613 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 28 Nov 2014 30 Aug 2018
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI CRISIL Equity Saving
Turn Over 378% 387%
Expense Ratio 1.12 1.65
Manager Pranav Gupta V Srivatsa
ISIN Code INF209KA1TS3 INF789F1A744
Exits Load Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 UTI Equity Savings 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 Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month 0.92% 0.65%
6 Month 3.1% 2.66%
1 Year 8.61% 9.8%
3 Year 6.41% 10.48%
5 Year 8.43% 10.98%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.26% 6.78%
3 Year 8.82% 11.49%
5 Year 8.71% 11.67%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 8.27% 10.77%
3 Year 7.62% 10.67%
5 Year 7.18% 10.46%

Risk Management

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 4.8% 4.5%
Sharp -0.11% 0.76%
Beta 0.87% 0.92%
Alpha -2.26% 1.71%

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Fund Managers

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Name Pranav Gupta V Srivatsa
Total AUM ₹10003 Cr ₹7921 Cr
Fund Manage 9 3
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others -22.46 33.86
Large Cap 52.8 23.09
Mid Cap 11.54 0.68
Small Cap 7.36 0.17

Sector Allocation

Scheme Name

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others -22.46 33.86
Petroleum Products 5.47 0.43
Electrical Equipment 0.42 -
IT - Software 2.3 3.22
Pharmaceuticals & Biotechnology 1.75 1.45
Cement & Cement Products 2.31 0.87
Personal Products 0.13 0
Construction 1.47 0.41
Finance 5.39 1.1
Ferrous Metals 0.24 -0.01
Consumer Durables 1.61 -
Capital Markets 0.43 -
Banks 16.31 6.31
Diversified FMCG 4.43 1.26
Non - Ferrous Metals 0.19 0.18
Automobiles 4.58 2.12
Aerospace & Defense 0.93 -
Insurance 0.75 1
Realty 6.08 0.2
Gas 2.46 0.66
Agricultural Food & other Products 0.09 -
Retailing 0.89 -
Beverages 0.11 -
Diversified Metals 0.06 0.8
Agricultural, Commercial & Construction Vehicles 0.06 -
Oil 0.1 0.38
Food Products 0.15 -
Power 2.33 1.45
Chemicals & Petrochemicals 0.08 -
Auto Components 0.07 -
Leisure Services 0.02 -
Telecom - Services 2.65 1.22
Healthcare Services 0.07 -
Consumable Fuels 0.1 0.1
Fertilizers & Agrochemicals 0.06 -
Transport Services 0.47 0.8
Transport Infrastructure 7.14 -
Minerals & Mining - -0.01

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