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 | 2.27% | 2.94% |
6 Month | -0.73% | -2.73% |
1 Year | 7.03% | 6.74% |
3 Year | 10.41% | 8.89% |
5 Year | 13.64% | 12.09% |
SIP Return Analysis
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 0.97% | -0.44% |
1 Year | 3.65% | 1.66% |
3 Year | 10.42% | 9.77% |
5 Year | 10.85% | 9.5% |
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 | 0.71% | 0.249% |
Beta | 0.94% | - |
Alpha | 1.61% | - |
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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 |
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 |
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