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

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

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

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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) ₹1425 Cr ₹1645 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 -0.95% -0.5%
6 Month 2.44% 1.98%
1 Year 9.37% 10.81%
3 Year 8% 8.41%
5 Year 9.52% 10.12%

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 7.37% 7.09%
3 Year 8.95% 10.13%
5 Year 9.63% 10.3%

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% 9.74%
3 Year 8.45% 9.39%
5 Year 8.94% 9.27%

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%

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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
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 77.24 76.58
Large Cap 12.32 14.97
Small Cap 6.71 4.21
Mid Cap 3.63 4.19

Sector Allocation

Scheme Name

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

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 77.24 76.58
Petroleum Products 0.32 0.63
IT - Software 2.09 2.62
Construction 0.85 0.18
Non - Ferrous Metals 0.6 0.5
Banks 4.47 6.18
Healthcare Services 1.13 0.53
Pharmaceuticals & Biotechnology 1.1 1.78
Realty 1.59 0.32
Automobiles 1.04 1.1
Personal Products 0.38 0.48
Electrical Equipment 0.94 0.1
Insurance 0.94 0.7
Transport Infrastructure 0.38 0.22
Oil 0.28 -
Power 0.4 0.56
Consumer Durables 1.89 0.9
Leisure Services 0.19 0.16
Auto Components 0.72 0.31
Industrial Products 0.58 0.19
Telecom - Services 0.92 0.88
Chemicals & Petrochemicals 0.28 -
Finance 0.27 0.35
Cement & Cement Products 0.78 0.62
Food Products 0.27 -
Retailing 0.25 0.56
Gas - 0.2
Transport Services - 0.37
Ferrous Metals - 0.55
Textiles & Apparels - 0.17
Diversified FMCG - 0.24
Fertilizers & Agrochemicals - 0.28
Entertainment - 0.29
Agricultural Food & other Products - 0.21
Aerospace & Defense - 0.24
Capital Markets - 0.34
Consumable Fuels - 0.37
Minerals & Mining - 0.24

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