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Axis Equity Saver Fund vs UTI Conservative Hybrid Fund compare
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Axis Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹650 Cr | ₹968 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Aug 2018 | 14 Aug 2015 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Equity Saving | NIFTY Equity Savings TRI |
| Turn Over | 387% | 34.8% |
| Expense Ratio | 1.64 | 2.26 |
| Manager | V Srivatsa | Hardik Shah |
| ISIN Code | INF789F1A744 | INF846K01VO3 |
| Exits Load | UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Axis 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 | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.91% | -1.23% |
| 6 Month | -1.3% | -2.78% |
| 1 Year | 5.38% | 4.59% |
| 3 Year | 10.22% | 8.5% |
| 5 Year | 11.94% | 9.84% |
SIP Return Analysis
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.04% | -2.81% |
| 1 Year | 0.75% | -1.48% |
| 3 Year | 9.43% | 8.56% |
| 5 Year | 10.27% | 8.8% |
Rolling Lumpsum Returns
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.67% | 8.85% |
| 3 Year | 10.51% | 8.69% |
| 5 Year | 10.63% | 8.9% |
Risk Management
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.671% | 5.953% |
| Sharp | 0.722% | 0.249% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | V Srivatsa | Hardik Shah |
| Total AUM | ₹7921 Cr | ₹0 Cr |
| Fund Manage | 3 | 12 |
| UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.21166 | 31.58515 |
| Large Cap | 62.93043 | 54.97812 |
| Mid Cap | 3.85789 | 6.77145 |
| Small Cap | - | 6.66526 |
Sector Allocation
| Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.70011 | 30.30116 |
| Communication Services | 3.52983 | 2.58509 |
| Energy | 3.62941 | 9.33314 |
| Technology | 7.78747 | 6.70154 |
| Consumer Defensive | 2.02877 | 3.73232 |
| Industrials | 2.32005 | 6.56931 |
| Basic Materials | 8.42772 | 6.06606 |
| Financial Services | 24.76181 | 21.61773 |
| Healthcare | 2.31095 | 5.21191 |
| Consumer Cyclical | 9.63045 | 5.59517 |
| Utilities | 2.34363 | 1.52807 |
| Real Estate | 0.52978 | 0.75848 |
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