Aditya Birla Sun Life Regular Savings Fund vs Canara Robeco Conservative Hybrid Fund compare
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹1542 Cr | ₹941 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 22 May 2004 | 03 Apr 2001 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI |
| Turn Over | 149% | 181% |
| Expense Ratio | 1.91 | 1.85 |
| Manager | Dhaval Joshi | Avnish Jain |
| ISIN Code | INF209K01751 | INF760K01282 |
| 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 | Canara Robeco Conservative Hybrid 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 | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.29% | -0.07% |
| 6 Month | 3.59% | 1.25% |
| 1 Year | 8.02% | 5.08% |
| 3 Year | 9.13% | 8.04% |
| 5 Year | 9.77% | 7.76% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.95% | 0.7% |
| 1 Year | 9.22% | 5.6% |
| 3 Year | 9.54% | 7.77% |
| 5 Year | 9.04% | 7.59% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.93% | 8.8% |
| 3 Year | 9.5% | 9.61% |
| 5 Year | 9.87% | 9.51% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.44% | 3.21% |
| Sharp | 1.08% | 0.71% |
| Beta | 0.63% | 0.73% |
| Alpha | 0.66% | -0.51% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhaval Joshi | Avnish Jain |
| Total AUM | ₹361932 Cr | ₹15907 Cr |
| Funds Managed | 55 | 11 |
| Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 79.86 | 78.19 |
| Large Cap | 14.36 | 13.4 |
| Mid Cap | 3.01 | 2.57 |
| Small Cap | 2.77 | 5.84 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 77.15 | 76.66 |
| Energy | 0.72 | 0.87 |
| Technology | 2.64 | 1.56 |
| Industrials | 1.55 | 3.58 |
| Basic Materials | 1.83 | 1.44 |
| Financial Services | 7.29 | 5.6 |
| Real Estate | 1.39 | 0.21 |
| Healthcare | 2.67 | 3.4 |
| Consumer Cyclical | 2.33 | 2.82 |
| Consumer Defensive | 0.98 | 2.98 |
| Utilities | 0.25 | 0.19 |
| Communication Services | 1.2 | 0.69 |
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