Axis Equity Saver Fund vs UTI Conservative Hybrid Fund compare

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

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tortoise-icon Axis Equity Saver Fund - Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Axis Equity Saver Fund - Regular Plan - Growth
Fund UTI Conservative Hybrid Fund - Regular Plan - Growth Option Axis Equity Saver Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹382 Cr ₹938 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 30 Aug 2018 01 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 1.51 2.28
Manager V Srivatsa Hardik Shah
ISIN Code INF789F1A744 INF846K01VO3
Exits Load For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 months./365

Trailing Lumpsum Returns

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Axis Equity Saver Fund - Regular Plan - Growth
1 Month 1.72% 1.46%
6 Month 7.88% 8.45%
1 Year 15.8% 19.38%
3 Year 11.15% 9.09%
5 Year 11.74% 10.82%

SIP Return Analysis

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Axis Equity Saver Fund - Regular Plan - Growth
6 Month - -
1 Year 7.36% 7.28%
3 Year 20.43% 17.31%
5 Year 36.16% 30.32%

Rolling Lumpsum Returns

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Axis Equity Saver Fund - Regular Plan - Growth
1 Year 11.45% 10.3%
3 Year 28.46% 24.26%
5 Year 37.42% 32.86%

Risk Management

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Axis Equity Saver Fund - Regular Plan - Growth
Standard Deviation 4.5% 5.7%
Sharp 0.9% 0.52%
Beta 0.91% 1.14%
Alpha 2.11% -0.71%

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Fund Managers

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Axis Equity Saver 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 Saver Fund - Regular Plan - Growth

Market Cap

Scheme Name

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Axis Equity Saver Fund - Regular Plan - Growth

Others 33.57 32.04
Large Cap 63.15 52.98
Mid Cap 3.26 5.52
Small Cap - 4.15

Sector Allocation

Scheme Name

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Axis Equity Saver Fund - Regular Plan - Growth

Others 51.76 33.79
Construction 1.08 2.35
Materials 1.07 0.93
Consumer Staples 1.34 1.47
Healthcare 0.92 1.64
Energy 3.4 5.57
Technology 2.33 3.93
Automobile 2.81 2.93
Financial 8.72 22.52
Metals & Mining 0.88 -0.029999999999999
Insurance 0.45 0.83
Sovereign 22.75 11.81
Communication 1.5 5.02
Services 0.97 0.11
Consumer Discretionary - 0.18
Capital Goods - 1.65
Chemicals - -0.0099999999999999

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