UTI Conservative Hybrid Fund vs Axis Equity Saver Fund compare

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UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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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 Risk	Moderately High Risk
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

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
1 Month	0.16%	-1.03%
6 Month	-0.18%	-1.82%
1 Year	6.89%	5.89%
3 Year	9.98%	8.11%
5 Year	10.92%	8.88%

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
6 Month	-	-
1 Year	3.43%	1.22%
3 Year	10.29%	9.24%
5 Year	10.94%	9.41%

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%

Scheme Name	UTI Conservative Hybrid Fund - Regular Plan - Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
Standard Deviation	4.5%	5.701%
Sharp	0.66%	0.366%
Beta	0.95%	-
Alpha	1.2%	-

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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

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

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