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) | ₹105 Cr | ₹1531 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 | 1.09% | 0.68% |
6 Month | 4.97% | 6.89% |
1 Year | 3.2% | 6.84% |
3 Year | 7.11% | 8.85% |
5 Year | 6.54% | 10.86% |
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 | 1.04% | 1.98% |
1 Year | 5.64% | 8.62% |
3 Year | 7.49% | 9.56% |
5 Year | 6.6% | 9.1% |
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 | 7.35% | 10.24% |
3 Year | 7.24% | 8.45% |
5 Year | 7.48% | 8.94% |
Risk Management
Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|
Standard Deviation | 3.80% | 3.08% |
Sharp | 0.02% | 0.63% |
Beta | 1.15% | 0.90% |
Alpha | -1.85% | 0.41% |
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 | 88.95 | 81.15 |
Large Cap | 9.55 | 13.91 |
Mid Cap | 1.5 | 2.88 |
Small Cap | - | 2.07 |
Sector Allocation
Scheme Name |
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|
Others | 88.95 | 78.75 |
Financial Services | 2.35 | 7.06 |
Consumer Defensive | 0.88 | 1.03 |
Consumer Cyclical | 5.79 | 1.65 |
Technology | 2.02 | 2.04 |
Energy | - | 0.67 |
Industrials | - | 1.68 |
Basic Materials | - | 1.68 |
Real Estate | - | 1.43 |
Healthcare | - | 2.66 |
Utilities | - | 0.25 |
Communication Services | - | 1.1 |
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