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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 | Moderate |
| 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 | 2.09% | 2.2% |
| 6 Month | 3.12% | 2.56% |
| 1 Year | 8.2% | 8.47% |
| 3 Year | 7.83% | 11.02% |
| 5 Year | 10.92% | 13.28% |
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 | 2.22% | 2.3% |
| 1 Year | 6.53% | 5.77% |
| 3 Year | 9.01% | 10.92% |
| 5 Year | 8.34% | 11.03% |
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 | -0.05% | 0.58% |
| Beta | 0.81% | 0.93% |
| Alpha | -1.31% | 1.5% |
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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 |
| Funds Managed | 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 | -18.45 | 33.21 |
| Large Cap | 51.68 | 62.93 |
| Mid Cap | 13.58 | 3.86 |
| Small Cap | 2.2 | - |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | -22.77 | 32.7 |
| Petroleum Products | 6.09 | - |
| Electrical Equipment | 0.22 | - |
| IT - Software | 3.52 | - |
| Pharmaceuticals & Biotechnology | 2.13 | - |
| Cement & Cement Products | 1.73 | - |
| Personal Products | 0.11 | - |
| Construction | 1.37 | - |
| Finance | 2.64 | - |
| Ferrous Metals | 1.83 | - |
| Consumer Durables | 0.25 | - |
| Banks | 20.22 | - |
| Diversified FMCG | 2.73 | - |
| Non - Ferrous Metals | 0.09 | - |
| Automobiles | 4.52 | - |
| Aerospace & Defense | 0.72 | - |
| Insurance | 0.6 | - |
| Realty | 4.92 | - |
| Capital Markets | 0.35 | - |
| Gas | 1.94 | - |
| Agricultural Food & other Products | 0.09 | - |
| Retailing | 0.61 | - |
| Beverages | 0.08 | - |
| Diversified Metals | 0.05 | - |
| Agricultural, Commercial & Construction Vehicles | 0.05 | - |
| Oil | 1.17 | - |
| Food Products | 0.12 | - |
| Power | 2.07 | - |
| Chemicals & Petrochemicals | 0.08 | - |
| Auto Components | 0.05 | - |
| Leisure Services | 0.11 | - |
| Telecom - Services | 4.55 | - |
| Healthcare Services | 0.06 | - |
| Consumable Fuels | 0.08 | - |
| Minerals & Mining | 0.21 | - |
| Fertilizers & Agrochemicals | 0.05 | - |
| Transport Services | 0.51 | - |
| Transport Infrastructure | 5.86 | - |
| Communication Services | - | 3.53 |
| Energy | - | 3.63 |
| Technology | - | 7.79 |
| Consumer Defensive | - | 2.03 |
| Industrials | - | 2.32 |
| Basic Materials | - | 8.43 |
| Financial Services | - | 24.76 |
| Healthcare | - | 2.31 |
| Consumer Cyclical | - | 9.63 |
| Utilities | - | 2.34 |
| Real Estate | - | 0.53 |
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