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 Moderately High
Asset Size (Cr) ₹1617 Cr ₹334 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 1.8 2.18
Manager Amit Kumar Premchandani Devang Shah
ISIN Code INF789F01893 INF846K01693
Exits Load Exit Load for units in excess of 12% 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 Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month -0.75% -0.63%
6 Month 8.09% 5.97%
1 Year 15.68% 10.94%
3 Year 8.29% 5.34%
5 Year 10.12% 8.23%

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 13.01% 9.19%
3 Year 11.53% 7.92%
5 Year 11.15% 7.87%

Rolling Lumpsum Returns

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Axis Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 9.74% 7.33%
3 Year 9.39% 7.39%
5 Year 9.27% 7.62%

Risk Management

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 4.21% 3.83%
Sharp 0.83% -
Beta 0.78% 0.77%
Alpha 2.48% -1.12%

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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 75.14 76.64
Large Cap 16.28 17.86
Small Cap 4.67 1.54
Mid Cap 3.92 3.95

Sector Allocation

Scheme Name

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Others 3.75 3.66
Sovereign 30.82 42.91
Financial 44.03 31.83
Energy 1.74 1.53
Technology 2.33 3.88
Consumer Staples 0.9 0.62
Metals & Mining 1.38 -
Healthcare 2.34 0.88
Automobile 1.97 7.01
Materials 1.12 -
Chemicals 0.32 1.75
Services 1.3 1.52
Construction 2.22 0.4
Consumer Discretionary 0.98 -
Capital Goods 2.74 3.59
Textiles 0.35 -
Communication 1.02 -
Insurance 0.7 0.41

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