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Axis Regular 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 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 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 Risk Moderately High Risk
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 -0.1% 0.19%
6 Month 0.26% 0.23%
1 Year 8.95% 6.63%
3 Year 8.5% 5.69%
5 Year 10.18% 7.53%

SIP Return Analysis

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Axis Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 5% 3.94%
3 Year 9.62% 6.78%
5 Year 9.95% 6.94%

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 4.074% 4.086%
Sharp 0.531% -0.153%
Beta 1.146% 1.172%
Alpha 0.554% -2.209%

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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
Fund Manage 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 76.58 77.44
Large Cap 14.97 18.78
Small Cap 4.21 1.48
Mid Cap 4.19 2.3

Sector Allocation

Scheme Name

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Others 76.58 77.44
Petroleum Products 0.63 1.44
Gas 0.2 -
IT - Software 2.62 2.5
Cement & Cement Products 0.62 -
Personal Products 0.48 -
Transport Services 0.37 -
Ferrous Metals 0.55 -
Textiles & Apparels 0.17 -
Non - Ferrous Metals 0.5 -
Pharmaceuticals & Biotechnology 1.78 1.62
Banks 6.18 5.57
Healthcare Services 0.53 -
Automobiles 1.1 1.54
Consumer Durables 0.9 -
Electrical Equipment 0.1 -
Diversified FMCG 0.24 0.45
Fertilizers & Agrochemicals 0.28 1.26
Entertainment 0.29 -
Construction 0.18 0.44
Agricultural Food & other Products 0.21 -
Realty 0.32 -
Industrial Products 0.19 -
Aerospace & Defense 0.24 -
Telecom - Services 0.88 0.44
Capital Markets 0.34 -
Power 0.56 -
Consumable Fuels 0.37 -
Minerals & Mining 0.24 -
Retailing 0.56 0.41
Insurance 0.7 0.97
Finance 0.35 3.54
Auto Components 0.31 1.51
Leisure Services 0.16 -
Transport Infrastructure 0.22 -
Chemicals & Petrochemicals - 0.32
Food Products - 0.54
Commercial Services & Supplies - 0.01

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