UTI Conservative Hybrid Fund vs Axis Equity Saver Fund compare

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

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tortoise-icon Axis Equity Savings 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 Savings Fund - Regular Plan - Growth
Fund UTI Conservative Hybrid Fund - Regular Plan - Growth Option Axis Equity Savings Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹613 Cr ₹1020 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 30 Aug 2018 14 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 1.65 2.24
Manager V Srivatsa Hardik Shah
ISIN Code INF789F1A744 INF846K01VO3
Exits Load UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 Axis Equity Savings 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 Equity Savings Fund - Regular Plan - Growth
1 Month -0.26% -1.02%
6 Month 0.54% 0.57%
1 Year 8.23% 8.64%
3 Year 9.81% 7.79%
5 Year 10.8% 9.45%

SIP Return Analysis

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Axis Equity Savings Fund - Regular Plan - Growth
6 Month - -
1 Year 4.85% 5.55%
3 Year 10.75% 10.61%
5 Year 11.2% 10.23%

Rolling Lumpsum Returns

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Axis Equity Savings Fund - Regular Plan - Growth
1 Year 10.77% 8.75%
3 Year 10.67% 8.73%
5 Year 10.46% 8.82%

Risk Management

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Axis Equity Savings Fund - Regular Plan - Growth
Standard Deviation 4.5% 5.7%
Sharp 0.63% 0.52%
Beta 0.92% 1.14%
Alpha 1.86% -0.71%

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Fund Managers

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

Market Cap

Scheme Name

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Axis Equity Savings Fund - Regular Plan - Growth

Others 33.86 1.73
Small Cap 0.17 6.58
Large Cap 23.09 55.47
Mid Cap 0.68 5.48

Sector Allocation

Scheme Name

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Axis Equity Savings Fund - Regular Plan - Growth

Others 33.86 1.73
Cement & Cement Products 0.87 1.52
Telecom - Services 1.22 2.41
Petroleum Products 0.43 8.16
IT - Software 3.22 6.28
Personal Products 0 0.38
Construction 0.41 3.6
Ferrous Metals -0.01 2.53
Diversified FMCG 1.26 2.63
Non - Ferrous Metals 0.18 1.16
Banks 6.31 15.89
Pharmaceuticals & Biotechnology 1.45 4.21
Automobiles 2.12 2.23
Insurance 1 1.57
Gas 0.66 -
Diversified Metals 0.8 0.63
Oil 0.38 0.26
Realty 0.2 0.82
Finance 1.1 2.56
Consumable Fuels 0.1 0.22
Minerals & Mining -0.01 -
Transport Services 0.8 -
Power 1.45 1.82
Electrical Equipment - 0.35
Auto Components - 2.05
Capital Markets - 0.01
Healthcare Services - 0.94
Aerospace & Defense - 0.13
Commercial Services & Supplies - 0.87
Consumer Durables - 1.23
Food Products - 0.47
Industrial Products - 0.16
Chemicals & Petrochemicals - 0.17
Leisure Services - 0.03
Fertilizers & Agrochemicals - 0.19
Retailing - 0.9
Beverages - 0.86
Industrial Manufacturing - 0.29

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