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

Link copied to clipboard!

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

Invest Now

tortoise-icon UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1393 Cr ₹1617 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹1000 ₹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 1.92 1.8
Manager Dhaval Joshi Amit Kumar Premchandani
ISIN Code INF209K01751 INF789F01893
Exits Load 1% for redemption within 90 days./365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months./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 1% 1.4%
6 Month 7.51% 9.2%
1 Year 12.53% 16.44%
3 Year 8.72% 10.25%
5 Year 9.81% 10.38%

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 Year - 6.96%
3 Year - 16.61%
5 Year - 29.93%

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 12.05% 10.02%
3 Year 27.33% 24.28%
5 Year 30.81% 31.94%

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 3.44% 4.21%
Sharp 0.6% 0.83%
Beta 0.62% 0.78%
Alpha 1.21% 2.48%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 77.6 75.14
Large Cap 14.95 16.28
Small Cap 3.77 4.67
Mid Cap 3.61 3.92

Sector Allocation

Scheme Name

Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Sovereign 37.28 30.82
Financial 35.17 44.03
Others 7.08 3.75
Technology 1.52 2.33
Construction 4.4 2.22
Communication 2.49 1.02
Consumer Staples 1.16 0.9
Healthcare 1.81 2.34
Metals & Mining 1.53 1.38
Materials 0.71 1.12
Automobile 1.75 1.97
Capital Goods 2.54 2.74
Consumer Discretionary 0.85 0.98
Insurance 0.37 0.7
Services 0.73 1.3
Energy 0.29 1.74
Chemicals 0.25 0.32
Textiles - 0.35

Top Comparisons

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

3Y Returns16.51%

VS

Quant Absolute Fund-Growth Quant Absolute Fund-Growth

3Y Returns19.46%

Compare Now

Kotak Savings Fund -Growth Kotak Savings Fund -Growth

3Y Returns5.7%

VS

UTI Ultra Short Duration Fund- Regular Plan - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option

3Y Returns6.55%

Compare Now

SBI Magnum Medium Duration Fund - Regular Plan - Growth SBI Magnum Medium Duration Fund - Regular Plan - Growth

3Y Returns5.76%

VS

Axis Strategic Bond Fund - Regular Plan - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option

3Y Returns6.18%

Compare Now

HSBC Business Cycles Fund - Regular Growth HSBC Business Cycles Fund - Regular Growth

3Y Returns26.31%

VS

QUANT COMMODITIES FUND REGULAR PLAN GROWTH QUANT COMMODITIES FUND REGULAR PLAN GROWTH

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully