Aditya Birla Sun Life Regular Savings Fund vs BANDHAN Regular Savings Fund compare
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Chart Comparison
Overview
| Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Fund | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹103 Cr | ₹1549 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 25 Feb 2010 | 22 May 2004 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 85+15 Conservative Index | CRISIL Hybrid 85+15 Conservative TRI |
| Turn Over | 78% | 149% |
| Expense Ratio | 2.01 | 1.91 |
| Manager | Harshal Joshi | Dhaval Joshi |
| ISIN Code | INF194K01RW9 | INF209K01751 |
| Exits Load | Bandhan Conservative Hybrid Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| 1 Month | 0.12% | -0.61% |
| 6 Month | 1.8% | 1.89% |
| 1 Year | 6.55% | 7.03% |
| 3 Year | 7.88% | 8.99% |
| 5 Year | 5.93% | 9.1% |
SIP Return Analysis
| Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| 6 Month | 1.73% | 1.01% |
| 1 Year | 6.36% | 6.9% |
| 3 Year | 7.38% | 8.74% |
| 5 Year | 6.76% | 8.58% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| 1 Year | 7.23% | 10.93% |
| 3 Year | 7.28% | 9.5% |
| 5 Year | 7.4% | 9.87% |
Risk Management
| Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Standard Deviation | 3.71% | 3.44% |
| Sharp | 0.26% | 1.03% |
| Beta | 1.20% | 0.64% |
| Alpha | -1.54% | 0.77% |
Fund Managers
| Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Name | Harshal Joshi | Dhaval Joshi |
| Total AUM | ₹42965 Cr | ₹361932 Cr |
| Funds Managed | 20 | 55 |
| BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
Market Cap
| Scheme Name |
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Others | 87.42 | 79.79 |
| Large Cap | 10.82 | 14.63 |
| Mid Cap | 1.75 | 2.94 |
| Small Cap | - | 2.63 |
Sector Allocation
| Scheme Name |
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Others | 87.42 | 77.43 |
| Financial Services | 2.71 | 7.52 |
| Consumer Defensive | 0.88 | 0.97 |
| Consumer Cyclical | 6.82 | 2.26 |
| Technology | 2.17 | 2.68 |
| Energy | - | 0.76 |
| Industrials | - | 1.52 |
| Basic Materials | - | 1.76 |
| Real Estate | - | 1.04 |
| Healthcare | - | 2.65 |
| Utilities | - | 0.18 |
| Communication Services | - | 1.22 |
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