Aditya Birla Sun Life Regular Savings Fund vs LIC MF CONSERVATIVE HYBRID FUND compare
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
LIC MF CONSERVATIVE HYBRID FUND-Growth
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Fund | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderately High |
| Asset Size (Cr) | ₹1539 Cr | ₹49 Cr | ₹49 Cr |
| Min Investment | ₹500 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 | ₹500 |
| Launch Date | 22 May 2004 | 02 Jun 2003 | 02 Jun 2003 |
| Category | Conservative | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI |
| Turn Over | 149% | % | 51% |
| Expense Ratio | 1.91 | 2.25 | 2.25 |
| Manager | Dhaval Joshi | Pratik Harish Shroff | Pratik Harish Shroff |
| ISIN Code | INF209K01751 | INF767K01808 | INF767K01808 |
| 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 | LIC MF Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | 1.13% | 1.22% | 1.22% |
| 6 Month | 4.2% | 2.52% | 2.52% |
| 1 Year | 7.75% | 4.68% | 4.68% |
| 3 Year | 9.47% | 6.77% | 6.77% |
| 5 Year | 10.81% | 6.21% | 6.21% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | 1.99% | 1.09% | 1.09% |
| 1 Year | 9.5% | 5.31% | 5.31% |
| 3 Year | 9.78% | 6.68% | 6.68% |
| 5 Year | 9.21% | 6.2% | 6.2% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 10.24% | 7.45% | 7.45% |
| 3 Year | 8.45% | 6.81% | 6.81% |
| 5 Year | 8.94% | 6.76% | 6.76% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 3.01% | 3.48% | 3.48% |
| Sharp | 0.78% | 0.19% | 0.19% |
| Beta | 0.92% | 0.1% | 0.1% |
| Alpha | 0.24% | 0.27% | 0.27% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Name | Dhaval Joshi | Pratik Harish Shroff | Pratik Harish Shroff |
| Total AUM | ₹361932 Cr | ₹2586 Cr | ₹2586 Cr |
| Funds Managed | 55 | 10 | 10 |
| Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
LIC MF CONSERVATIVE HYBRID FUND-Growth |
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Others | 80.64 | 83.89 | 83.89 |
| Large Cap | 13.86 | 14.57 | 14.57 |
| Mid Cap | 2.87 | 1.54 | 1.54 |
| Small Cap | 2.63 | - | - |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
LIC MF CONSERVATIVE HYBRID FUND-Growth |
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Others | 78.19 | 82.03 | 82.03 |
| Energy | 0.66 | 2.82 | 2.82 |
| Technology | 2.39 | 2.62 | 2.62 |
| Industrials | 1.42 | - | - |
| Basic Materials | 1.76 | - | - |
| Financial Services | 6.98 | 8.29 | 8.29 |
| Real Estate | 1.41 | - | - |
| Healthcare | 2.58 | - | - |
| Consumer Cyclical | 2.25 | 2.6 | 2.6 |
| Consumer Defensive | 1.02 | 1.64 | 1.64 |
| Utilities | 0.25 | - | - |
| Communication Services | 1.1 | - | - |
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