UTI Conservative Hybrid Fund vs Axis Equity Saver Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Axis Equity Savings Fund - Regular Plan - Growth

Invest Now

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) ₹382 Cr ₹938 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 30 Aug 2018 08 Jan 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 1.51 2.28
Manager V Srivatsa Hardik Shah
ISIN Code INF789F1A744 INF846K01VO3
Exits Load For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 months./365

Trailing Lumpsum Returns

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Axis Equity Savings Fund - Regular Plan - Growth
1 Month -1.38% -1.75%
6 Month 3.75% 5.29%
1 Year 12.93% 14.89%
3 Year 9.66% 7.5%
5 Year 10.97% 9.71%

SIP Return Analysis

Scheme Name UTI Conservative Hybrid Fund - Regular Plan - Growth Option Axis Equity Savings Fund - Regular Plan - Growth
6 Month - -
1 Year 9.39% 11.81%
3 Year 12.07% 12.01%
5 Year 12.01% 11.12%

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 0.69% 0.52%
Beta 0.92% 1.14%
Alpha 1.72% -0.71%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 33.57 32.04
Large Cap 63.15 52.98
Mid Cap 3.26 5.52
Small Cap - 4.15

Sector Allocation

Scheme Name

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Axis Equity Savings Fund - Regular Plan - Growth

Others 51.76 33.79
Construction 1.08 2.35
Materials 1.07 0.93
Consumer Staples 1.34 1.47
Healthcare 0.92 1.64
Energy 3.4 5.57
Technology 2.33 3.93
Automobile 2.81 2.93
Financial 8.72 22.52
Metals & Mining 0.88 -0.029999999999999
Insurance 0.45 0.83
Sovereign 22.75 11.81
Communication 1.5 5.02
Services 0.97 0.11
Consumer Discretionary - 0.18
Capital Goods - 1.65
Chemicals - -0.0099999999999999

Top Comparisons

ITI ELSS Tax Saver Fund Regular - Growth ITI ELSS Tax Saver Fund Regular - Growth

3Y Returns16.22%

VS

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

3Y Returns9.48%

Compare Now

ICICI Prudential Exports & Services Fund - Growth ICICI Prudential Exports & Services Fund - Growth

3Y Returns18.48%

VS

Sundaram Services Fund Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth

3Y Returns13.28%

Compare Now

ICICI Prudential Infrastructure Fund - Growth ICICI Prudential Infrastructure Fund - Growth

3Y Returns30.91%

VS

SBI Infrastructure Fund -  Regular Plan - Growth SBI Infrastructure Fund - Regular Plan - Growth

3Y Returns24.57%

Compare Now

Baroda BNP Paribas Retirement Fund - Reg (G) Baroda BNP Paribas Retirement Fund - Reg (G)

3Y Returns0%

VS

Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G) Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully