Aditya Birla Sun Life Equity Savings Fund vs UTI Conservative Hybrid Fund compare
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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 Risk | Moderate Risk |
Asset Size (Cr) | ₹650 Cr | ₹650 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 | 1.64 |
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 | 0.1% | 0.16% |
6 Month | 1.16% | -0.18% |
1 Year | 7.22% | 6.89% |
3 Year | 6.77% | 9.98% |
5 Year | 7.69% | 10.92% |
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 | 4.56% | 3.67% |
3 Year | 8.06% | 10.27% |
5 Year | 8.03% | 10.85% |
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 | 8.3% | 10.67% |
3 Year | 7.54% | 10.51% |
5 Year | 7.67% | 10.63% |
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 | -0.08% | 0.66% |
Beta | 0.87% | 0.95% |
Alpha | -2.08% | 1.2% |
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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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