Axis Regular Saver Fund vs UTI Conservative Hybrid Fund compare
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹1633 Cr | ₹267 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 16 Dec 2003 | 16 Jul 2010 |
Category | Conservative | Conservative |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 | NIFTY 50 Hybrid Composite Debt 15:85 |
Turn Over | 32% | 64.15% |
Expense Ratio | 1.81 | 2.2 |
Manager | Amit Kumar Premchandani | Devang Shah |
ISIN Code | INF789F01893 | INF846K01693 |
Exits Load | UTI Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Conservative Hybrid 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 Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.12% | 2.97% |
6 Month | 1.44% | 2.5% |
1 Year | 11.27% | 9.45% |
3 Year | 9.48% | 6.7% |
5 Year | 12.3% | 9.27% |
SIP Return Analysis
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.49% | 3.02% |
1 Year | 7.29% | 7.81% |
3 Year | 10.77% | 8.4% |
5 Year | 10.31% | 7.59% |
Rolling Lumpsum Returns
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 9.83% | 7.4% |
3 Year | 9.34% | 7.34% |
5 Year | 9.33% | 7.81% |
Risk Management
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 4.158% | 4.135% |
Sharp | 0.455% | -0.202% |
Beta | 1.159% | 1.16% |
Alpha | 0.778% | -1.912% |
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Fund Managers
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Amit Kumar Premchandani | Devang Shah |
Total AUM | ₹13572 Cr | ₹60014 Cr |
Funds Managed | 3 | 15 |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 78.71 | 78.03 |
Large Cap | 14.48 | 20.05 |
Small Cap | 2.92 | 1.13 |
Mid Cap | 3.88 | 0.79 |
Sector Allocation
Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 78.71 | 78.03 |
Energy | 1.23 | 1.82 |
Utilities | 0.56 | - |
Technology | 2.49 | 2.74 |
Basic Materials | 2.1 | 1.48 |
Consumer Defensive | 0.75 | 0.72 |
Industrials | 1.1 | 0.58 |
Consumer Cyclical | 2.55 | 2.12 |
Healthcare | 1.67 | 1.69 |
Financial Services | 7.2 | 10.09 |
Communication Services | 1.33 | 0.73 |
Real Estate | 0.32 | - |
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