Aditya Birla Sun Life Regular Savings Fund vs Axis Regular Saver Fund compare
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹1549 Cr | ₹236 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 22 May 2004 | 16 Jul 2010 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 85+15 Conservative TRI | NIFTY 50 Hybrid Composite Debt 15:85 |
| Turn Over | 149% | 64.15% |
| Expense Ratio | 1.91 | 2.2 |
| Manager | Dhaval Joshi | Devang Shah |
| ISIN Code | INF209K01751 | INF846K01693 |
| Exits Load | Aditya Birla Sun Life Regular Savings Fund- Regular Plan - 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 | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.34% | 0.05% |
| 6 Month | 3% | 2.1% |
| 1 Year | 6.8% | 6.29% |
| 3 Year | 8.86% | 7.33% |
| 5 Year | 9.27% | 6.75% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.75% | 1.03% |
| 1 Year | 6.77% | 5.45% |
| 3 Year | 8.8% | 7.15% |
| 5 Year | 8.6% | 6.76% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.93% | 7.31% |
| 3 Year | 9.5% | 7.32% |
| 5 Year | 9.87% | 7.83% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.02% | 3.61% |
| Sharp | 0.74% | 0.17% |
| Beta | 0.94% | 1.19% |
| Alpha | 0.28% | -1.86% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhaval Joshi | Devang Shah |
| Total AUM | ₹361932 Cr | ₹60014 Cr |
| Funds Managed | 55 | 15 |
| Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 79.79 | 78.85 |
| Large Cap | 14.63 | 20.14 |
| Mid Cap | 2.94 | 1.01 |
| Small Cap | 2.63 | - |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 77.43 | 78.54 |
| Energy | 0.76 | 2.53 |
| Technology | 2.68 | 2.79 |
| Industrials | 1.52 | 1.3 |
| Basic Materials | 1.76 | 0.42 |
| Financial Services | 7.52 | 8.04 |
| Real Estate | 1.04 | - |
| Healthcare | 2.65 | 2.07 |
| Consumer Cyclical | 2.26 | 1.35 |
| Consumer Defensive | 0.97 | 1.19 |
| Utilities | 0.18 | 0.85 |
| Communication Services | 1.22 | 0.92 |
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