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) | ₹1539 Cr | ₹271 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 | 0.57% | 0.82% |
| 6 Month | 4.1% | 1.91% |
| 1 Year | 7.41% | 5.66% |
| 3 Year | 9.17% | 7.3% |
| 5 Year | 10.53% | 7.45% |
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 | 1.66% | 1.18% |
| 1 Year | 8.87% | 6.41% |
| 3 Year | 9.45% | 7.38% |
| 5 Year | 8.96% | 6.82% |
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 | 10.24% | 7.37% |
| 3 Year | 8.45% | 7.33% |
| 5 Year | 8.94% | 7.97% |
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 | 0.81% | 0.17% |
| Beta | 0.92% | 1.16% |
| Alpha | 0.21% | -2.21% |
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 | 80.11 | 81.11 |
| Large Cap | 14.19 | 17.6 |
| Mid Cap | 3.05 | 0.84 |
| Small Cap | 2.64 | 0.45 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 77.39 | 80.64 |
| Energy | 0.67 | 1.95 |
| Technology | 2.69 | 2.1 |
| Industrials | 1.46 | 1.07 |
| Basic Materials | 1.76 | 0.91 |
| Financial Services | 7.24 | 8.15 |
| Real Estate | 1.39 | - |
| Healthcare | 2.7 | 1.53 |
| Consumer Cyclical | 2.32 | 1.22 |
| Consumer Defensive | 0.98 | 0.84 |
| Utilities | 0.25 | 0.77 |
| Communication Services | 1.15 | 0.83 |
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