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) | ₹1549 Cr | ₹149 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 | -0.09% | -0.71% |
| 6 Month | 3.28% | 0.73% |
| 1 Year | 6.25% | 1.66% |
| 3 Year | 8.84% | 9.42% |
| 5 Year | 9.39% | 7.71% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.27% | -0.91% |
| 1 Year | 8.12% | 3.48% |
| 3 Year | 9.05% | 8.06% |
| 5 Year | 8.68% | 8.04% |
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% | 9.11% |
| 3 Year | 9.5% | 8.49% |
| 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 | 3.44% | 4.74% |
| Sharp | 1.03% | 0.58% |
| Beta | 0.64% | 1.31% |
| Alpha | 0.77% | - |
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 | 79.96 | 81.24 |
| Large Cap | 14.37 | 8.45 |
| Mid Cap | 2.96 | 6.73 |
| Small Cap | 2.71 | 3.59 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 77.68 | 80.69 |
| Energy | 0.73 | - |
| Technology | 2.62 | 2.03 |
| Industrials | 1.5 | 8.61 |
| Basic Materials | 1.77 | - |
| Financial Services | 7.35 | 1.44 |
| Real Estate | 1.03 | 0.96 |
| Healthcare | 2.65 | 0.01 |
| Consumer Cyclical | 2.31 | 5.71 |
| Consumer Defensive | 0.96 | - |
| Utilities | 0.18 | 0.54 |
| Communication Services | 1.22 | - |
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