UTI Conservative Hybrid Fund vs Axis Equity Saver Fund compare
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Axis Equity Savings Fund - Regular Plan - Growth
Chart Comparison
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) | ₹650 Cr | ₹968 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 | 1.64 | 2.26 |
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 | 2.04% | 1.64% |
6 Month | 2.03% | 0.05% |
1 Year | 8.74% | 8.47% |
3 Year | 10.79% | 9.45% |
5 Year | 13.39% | 12.24% |
SIP Return Analysis
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.3% | 1.18% |
1 Year | 5.77% | 3.32% |
3 Year | 10.92% | 10.09% |
5 Year | 11.03% | 9.58% |
Rolling Lumpsum Returns
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 10.67% | 8.85% |
3 Year | 10.51% | 8.69% |
5 Year | 10.63% | 8.9% |
Risk Management
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.5% | 5.953% |
Sharp | 0.58% | 0.249% |
Beta | 0.93% | - |
Alpha | 1.5% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 | 33.21 | 31.59 |
Large Cap | 62.93 | 54.98 |
Mid Cap | 3.86 | 6.77 |
Small Cap | - | 6.67 |
Sector Allocation
Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 32.7 | 30.3 |
Communication Services | 3.53 | 2.59 |
Energy | 3.63 | 9.33 |
Technology | 7.79 | 6.7 |
Consumer Defensive | 2.03 | 3.73 |
Industrials | 2.32 | 6.57 |
Basic Materials | 8.43 | 6.07 |
Financial Services | 24.76 | 21.62 |
Healthcare | 2.31 | 5.21 |
Consumer Cyclical | 9.63 | 5.6 |
Utilities | 2.34 | 1.53 |
Real Estate | 0.53 | 0.76 |
Top Comparisons
SBI Equity Savings Fund - Regular Plan - Growth
3Y Returns9.68%
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
3Y Returns9.41%
Kotak Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
Edelweiss Multi Asset Allocation Fund - Reg (G)
3Y Returns0%
Nippon India Low Duration Fund- Growth Plan - Growth Option
3Y Returns6.61%
INVESCO INDIA LOW DURATION FUND - Regular - Growth
3Y Returns6.01%
PGIM India Money Market Fund - Regular Plan - Growth Option
3Y Returns6.78%
Mirae Asset Money Market Fund Regular Growth
3Y Returns6.78%