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) | ₹1531 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 | 0.93% | 1.01% |
6 Month | 6.92% | 8.8% |
1 Year | 6.81% | 5.97% |
3 Year | 9.12% | 10.66% |
5 Year | 10.91% | 9.33% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
6 Month | 1.98% | 2.18% |
1 Year | 8.62% | 8.45% |
3 Year | 9.56% | 10.65% |
5 Year | 9.1% | 9.35% |
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 | 3.08% | 4.80% |
Sharp | 0.63% | 0.63% |
Beta | 0.90% | 1.31% |
Alpha | 0.41% | 0.78% |
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 | 81.18 | 80.24 |
Large Cap | 13.85 | 9.65 |
Mid Cap | 2.83 | 6.02 |
Small Cap | 2.14 | 4.09 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
Others | 78.8 | 79.74 |
Energy | 0.67 | - |
Technology | 2.09 | 1.01 |
Industrials | 1.68 | 9.32 |
Basic Materials | 1.72 | 0 |
Financial Services | 6.92 | 1.29 |
Real Estate | 1.38 | 0.85 |
Healthcare | 2.61 | 0.02 |
Consumer Cyclical | 1.71 | 7.26 |
Consumer Defensive | 1.09 | - |
Utilities | 0.24 | 0.5 |
Communication Services | 1.11 | - |
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