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) | ₹1539 Cr | ₹157 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 | 0.69% | -0.93% |
| 6 Month | 3.9% | 1.75% |
| 1 Year | 8.4% | 6.08% |
| 3 Year | 9.19% | 9.9% |
| 5 Year | 10.34% | 8.29% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.82% | 0.09% |
| 1 Year | 9.07% | 5.28% |
| 3 Year | 9.5% | 9.08% |
| 5 Year | 8.97% | 8.59% |
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% | 9.15% |
| 3 Year | 9.5% | 8.48% |
| 5 Year | 9.87% | 8.84% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 3.02% | 4.64% |
| Sharp | 0.81% | 0.76% |
| Beta | 0.92% | 1.28% |
| Alpha | 0.21% | 0.39% |
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 | 80.11 | 80.5 |
| Large Cap | 14.19 | 8.83 |
| Mid Cap | 3.05 | 6.51 |
| Small Cap | 2.64 | 4.16 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 77.39 | 79.99 |
| Energy | 0.67 | - |
| Technology | 2.69 | 1.99 |
| Industrials | 1.46 | 8.98 |
| Basic Materials | 1.76 | - |
| Financial Services | 7.24 | 1.4 |
| Real Estate | 1.39 | 0.9 |
| Healthcare | 2.7 | 0.02 |
| Consumer Cyclical | 2.32 | 6.21 |
| Consumer Defensive | 0.98 | - |
| Utilities | 0.25 | 0.51 |
| Communication Services | 1.15 | - |
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