UTI Conservative Hybrid Fund vs Axis Regular Saver Fund compare
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High Risk | Moderately High Risk |
Asset Size (Cr) | ₹1633 Cr | ₹267 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 16 Dec 2003 | 16 Jul 2010 |
Category | Conservative | Conservative |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 | NIFTY 50 Hybrid Composite Debt 15:85 |
Turn Over | 32% | 64.15% |
Expense Ratio | 1.81 | 2.2 |
Manager | Amit Kumar Premchandani | Devang Shah |
ISIN Code | INF789F01893 | INF846K01693 |
Exits Load | UTI Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Conservative Hybrid 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 Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -0.1% | 0.19% |
6 Month | 0.26% | 0.23% |
1 Year | 8.95% | 6.63% |
3 Year | 8.5% | 5.69% |
5 Year | 10.18% | 7.53% |
SIP Return Analysis
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 5.22% | 4.68% |
3 Year | 9.59% | 6.92% |
5 Year | 9.9% | 7% |
Rolling Lumpsum Returns
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 9.83% | 7.4% |
3 Year | 9.34% | 7.34% |
5 Year | 9.33% | 7.81% |
Risk Management
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 4.074% | 4.086% |
Sharp | 0.531% | -0.153% |
Beta | 1.146% | 1.172% |
Alpha | 0.554% | -2.209% |
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Fund Managers
Scheme Name | UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Amit Kumar Premchandani | Devang Shah |
Total AUM | ₹13572 Cr | ₹60014 Cr |
Fund Manage | 3 | 15 |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 76.58 | 77.44 |
Large Cap | 14.97 | 18.78 |
Small Cap | 4.21 | 1.48 |
Mid Cap | 4.19 | 2.3 |
Sector Allocation
Scheme Name |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 76.58 | 77.44 |
Petroleum Products | 0.63 | 1.44 |
Gas | 0.2 | - |
IT - Software | 2.62 | 2.5 |
Cement & Cement Products | 0.62 | - |
Personal Products | 0.48 | - |
Transport Services | 0.37 | - |
Ferrous Metals | 0.55 | - |
Textiles & Apparels | 0.17 | - |
Non - Ferrous Metals | 0.5 | - |
Pharmaceuticals & Biotechnology | 1.78 | 1.62 |
Banks | 6.18 | 5.57 |
Healthcare Services | 0.53 | - |
Automobiles | 1.1 | 1.54 |
Consumer Durables | 0.9 | - |
Electrical Equipment | 0.1 | - |
Diversified FMCG | 0.24 | 0.45 |
Fertilizers & Agrochemicals | 0.28 | 1.26 |
Entertainment | 0.29 | - |
Construction | 0.18 | 0.44 |
Agricultural Food & other Products | 0.21 | - |
Realty | 0.32 | - |
Industrial Products | 0.19 | - |
Aerospace & Defense | 0.24 | - |
Telecom - Services | 0.88 | 0.44 |
Capital Markets | 0.34 | - |
Power | 0.56 | - |
Consumable Fuels | 0.37 | - |
Minerals & Mining | 0.24 | - |
Retailing | 0.56 | 0.41 |
Insurance | 0.7 | 0.97 |
Finance | 0.35 | 3.54 |
Auto Components | 0.31 | 1.51 |
Leisure Services | 0.16 | - |
Transport Infrastructure | 0.22 | - |
Chemicals & Petrochemicals | - | 0.32 |
Food Products | - | 0.54 |
Commercial Services & Supplies | - | 0.01 |
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