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) | ₹1524 Cr | ₹163 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 | -0.1% | 0.02% |
6 Month | 6.24% | 7.14% |
1 Year | 7.9% | 5.55% |
3 Year | 8.98% | 10.05% |
5 Year | 11.07% | 9.14% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
6 Month | 2.23% | 2.97% |
1 Year | 7.97% | 8.02% |
3 Year | 9.51% | 10.85% |
5 Year | 9.16% | 9.46% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
1 Year | 10.24% | 9.25% |
3 Year | 8.45% | 8.43% |
5 Year | 8.94% | 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 | 3.00% | 4.72% |
Sharp | 0.82% | 0.76% |
Beta | 0.88% | 1.27% |
Alpha | 0.17% | 0.25% |
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 | 80.6 | 80.72 |
Large Cap | 14.11 | 8.78 |
Mid Cap | 2.88 | 5.45 |
Small Cap | 2.41 | 5.05 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
Others | 78.14 | 80.25 |
Energy | 0.68 | - |
Technology | 2.11 | 1.04 |
Industrials | 1.97 | 8.71 |
Basic Materials | 1.69 | 0.91 |
Financial Services | 7.2 | 1.3 |
Real Estate | 1.45 | 0.92 |
Healthcare | 2.64 | 0.02 |
Consumer Cyclical | 1.66 | 6.39 |
Consumer Defensive | 1.07 | - |
Utilities | 0.24 | 0.47 |
Communication Services | 1.13 | - |
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