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) | ₹102 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 | 2% | -0.09% |
| 6 Month | 4.12% | 3.28% |
| 1 Year | 6.72% | 6.25% |
| 3 Year | 8.22% | 8.84% |
| 5 Year | 6.39% | 9.39% |
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 | 3.86% | 1.27% |
| 1 Year | 11.42% | 8.12% |
| 3 Year | 8.9% | 9.05% |
| 5 Year | 7.57% | 8.68% |
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 | 7.24% | 10.93% |
| 3 Year | 7.27% | 9.5% |
| 5 Year | 7.41% | 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 | 87.64 | 79.96 |
| Large Cap | 10.61 | 14.37 |
| Mid Cap | 1.75 | 2.96 |
| Small Cap | - | 2.71 |
Sector Allocation
| Scheme Name |
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Others | 87.64 | 77.68 |
| Financial Services | 2.67 | 7.35 |
| Consumer Defensive | 0.88 | 0.96 |
| Consumer Cyclical | 6.67 | 2.31 |
| Technology | 2.14 | 2.62 |
| Energy | - | 0.73 |
| Industrials | - | 1.5 |
| Basic Materials | - | 1.77 |
| Real Estate | - | 1.03 |
| Healthcare | - | 2.65 |
| Utilities | - | 0.18 |
| Communication Services | - | 1.22 |
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