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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 | 1.63% | 2.16% |
| 6 Month | 0.81% | -0.52% |
| 1 Year | 7.24% | 7.02% |
| 3 Year | 7.09% | 10.28% |
| 5 Year | 11.22% | 13.63% |
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 | 1.33% | 0.97% |
| 1 Year | 4.93% | 3.65% |
| 3 Year | 8.55% | 10.42% |
| 5 Year | 8.16% | 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 | 0.11% | 0.71% |
| Beta | 0.82% | 0.94% |
| Alpha | -1.04% | 1.61% |
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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 | 32.14 | 33.21 |
| Large Cap | 49.71 | 62.93 |
| Mid Cap | 13.37 | 3.86 |
| Small Cap | 4.78 | - |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 27.48 | 32.7 |
| Energy | 6.6 | 3.63 |
| Industrials | 8.64 | 2.32 |
| Technology | 3.55 | 7.79 |
| Healthcare | 2.58 | 2.31 |
| Basic Materials | 2.71 | 8.43 |
| Consumer Defensive | 3.6 | 2.03 |
| Financial Services | 26.94 | 24.76 |
| Consumer Cyclical | 5.72 | 9.63 |
| Real Estate | 5.5 | 0.53 |
| Utilities | 3.94 | 2.34 |
| Communication Services | 2.74 | 3.53 |
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