Mirae Asset Equity Savings Fund vs UTI Conservative Hybrid Fund compare

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tortoise-icon Mirae Asset Equity Savings Fund- Regular Plan- Growth

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tortoise-icon UTI 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 Mirae Asset Equity Savings Fund- Regular Plan- Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Fund Mirae Asset Equity Savings Fund- Regular Plan- Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹1123 Cr ₹382 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 15 Dec 2018 30 Aug 2018
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark Nifty Equity Savings Index CRISIL Equity Saving
Turn Over 620% 387%
Expense Ratio 1.31 1.51
Manager Mahendra Kumar Jajoo V Srivatsa
ISIN Code INF769K01EI5 INF789F1A744
Exits Load I. For investors who have opted for SWP under the plan: a) 15% of the units allotted (including Switch-in/STP - in) on or before completion of 365 days from the date of allotment of units: Nil. b) Any redemption in excess of such limits in the first 365 d/365 For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name Mirae Asset Equity Savings Fund- Regular Plan- Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month 1.2% 0.01%
6 Month 9.4% 6.93%
1 Year 18.25% 15.74%
3 Year 10.65% 9.96%
5 Year 13.08% 11.73%

SIP Return Analysis

Scheme Name Mirae Asset Equity Savings Fund- Regular Plan- Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.44% 7.36%
3 Year 18.84% 20.43%
5 Year 35.63% 36.16%

Rolling Lumpsum Returns

Scheme Name Mirae Asset Equity Savings Fund- Regular Plan- Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 12.31% 11.45%
3 Year 28.63% 28.46%
5 Year 38.07% 37.42%

Risk Management

Scheme Name Mirae Asset Equity Savings Fund- Regular Plan- Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 5.04% 4.5%
Sharp 0.76% 0.83%
Beta 1% 0.19%
Alpha 0.74% 2.67%

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Fund Managers

Scheme Name Mirae Asset Equity Savings Fund- Regular Plan- Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Name Mahendra Kumar Jajoo V Srivatsa
Total AUM ₹8876 Cr ₹7921 Cr
Fund Manage 4 3
Mirae Asset Equity Savings Fund- Regular Plan- Growth UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Mirae Asset Equity Savings Fund- Regular Plan- Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 32.2 33.57
Large Cap 50.28 63.15
Mid Cap 9.39 3.26
Small Cap 4.06 -

Sector Allocation

Scheme Name

Mirae Asset Equity Savings Fund- Regular Plan- Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Others 42.01 51.76
Healthcare 1.51 0.92
Materials 1.73 1.07
Chemicals 0.16 -
Consumer Staples 1.74 1.34
Financial 17.96 8.72
Automobile 2.14 2.81
Services 0.56 0.97
Communication 2.3 1.5
Consumer Discretionary 0.29 -
Metals & Mining 1.1 0.88
Energy 3.23 3.4
Insurance 0.24 0.45
Technology 2.78 2.33
Construction 1.69 1.08
Capital Goods 1.62 -
Sovereign 14.87 22.75

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