Aditya Birla Sun Life Regular Savings Fund vs HSBC Conservative Hybrid Fund compare
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
HSBC Conservative Hybrid Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | HSBC Conservative Hybrid Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹1541 Cr | ₹147 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 22 May 2004 | 24 Feb 2004 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 85+15 Conservative TRI | NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index |
| Turn Over | 149% | 27% |
| Expense Ratio | 1.91 | 2.17 |
| Manager | Dhaval Joshi | Mahesh A Chhabria |
| ISIN Code | INF209K01751 | INF336L01099 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.36% | -1.38% |
| 6 Month | 1.18% | -2.19% |
| 1 Year | 7.83% | 2.45% |
| 3 Year | 8.82% | 8.94% |
| 5 Year | 8.49% | 6.95% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.73% | -1.88% |
| 1 Year | 6.11% | 0.43% |
| 3 Year | 8.44% | 6.71% |
| 5 Year | 8.37% | 7.38% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.93% | 9.08% |
| 3 Year | 9.5% | 8.51% |
| 5 Year | 9.87% | 8.83% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 3.44% | 4.11% |
| Sharp | 1.01% | 0.76% |
| Beta | 0.64% | 0.51% |
| Alpha | 0.68% | 0.92% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Name | Dhaval Joshi | Mahesh A Chhabria |
| Total AUM | ₹361932 Cr | ₹15021 Cr |
| Funds Managed | 55 | 9 |
| Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | HSBC Conservative Hybrid Fund - Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 80.18 | 81.97 |
| Large Cap | 14.65 | 8.17 |
| Mid Cap | 2.81 | 6.42 |
| Small Cap | 2.36 | 3.44 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 77.92 | 81.53 |
| Energy | 0.76 | - |
| Technology | 2.5 | 1.79 |
| Industrials | 1.49 | 8.71 |
| Basic Materials | 1.87 | - |
| Financial Services | 7.44 | 1.47 |
| Real Estate | 0.86 | 0.56 |
| Healthcare | 2.57 | 0.01 |
| Consumer Cyclical | 2.22 | 5.49 |
| Consumer Defensive | 0.95 | - |
| Utilities | 0.19 | 0.44 |
| Communication Services | 1.23 | - |
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