Aditya Birla Sun Life Regular Savings Fund vs UTI Conservative Hybrid Fund compare
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹1389 Cr | ₹1633 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 22 May 2004 | 16 Dec 2003 |
Category | Conservative | Conservative |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 85+15 Conservative TRI | NIFTY 50 Hybrid Composite Debt 15:85 |
Turn Over | 149% | 32% |
Expense Ratio | 1.91 | 1.81 |
Manager | Dhaval Joshi | Amit Kumar Premchandani |
ISIN Code | INF209K01751 | INF789F01893 |
Exits Load | Aditya Birla Sun Life Regular Savings Fund- Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.48% | 2.64% |
6 Month | 1.06% | -0.44% |
1 Year | 9.5% | 10.21% |
3 Year | 7.83% | 8.96% |
5 Year | 12.4% | 12.26% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.34% | 0.98% |
1 Year | 6.29% | 5.42% |
3 Year | 9.17% | 10.24% |
5 Year | 9.5% | 10.09% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 10.24% | 9.83% |
3 Year | 8.45% | 9.34% |
5 Year | 8.94% | 9.33% |
Risk Management
Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 3.662% | 4.158% |
Sharp | 0.222% | 0.455% |
Beta | 0.986% | 1.159% |
Alpha | -0.122% | 0.778% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhaval Joshi | Amit Kumar Premchandani |
Total AUM | ₹361932 Cr | ₹13572 Cr |
Funds Managed | 55 | 3 |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 79.39 | 78.71 |
Large Cap | 17 | 14.48 |
Small Cap | 1.99 | 2.92 |
Mid Cap | 1.62 | 3.88 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 77.14 | 78.71 |
Energy | 1.48 | 1.23 |
Technology | 2.86 | 2.49 |
Industrials | 1.69 | 1.1 |
Basic Materials | 1.58 | 2.1 |
Financial Services | 7.91 | 7.2 |
Healthcare | 1.45 | 1.67 |
Real Estate | 1.31 | 0.32 |
Consumer Cyclical | 1.83 | 2.55 |
Consumer Defensive | 0.89 | 0.75 |
Utilities | 0.75 | 0.56 |
Communication Services | 1.11 | 1.33 |
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