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) | ₹1549 Cr | ₹49 Cr | ₹49 Cr |
| Min Investment | ₹500 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 | ₹200 |
| 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 | -0.53% | -0.13% | -0.13% |
| 6 Month | 2.17% | 1.73% | 1.73% |
| 1 Year | 7.11% | 5.09% | 5.09% |
| 3 Year | 9.12% | 6.86% | 6.86% |
| 5 Year | 9.22% | 5.85% | 5.85% |
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 | 1.01% | 1.78% | 1.78% |
| 1 Year | 6.9% | 6% | 6% |
| 3 Year | 8.74% | 6.68% | 6.68% |
| 5 Year | 8.58% | 6.25% | 6.25% |
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 | 10.93% | 7.4% | 7.4% |
| 3 Year | 9.5% | 6.79% | 6.79% |
| 5 Year | 9.87% | 6.74% | 6.74% |
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 | 3.44% | 3.48% | 3.48% |
| Sharp | 1.03% | 0.23% | 0.23% |
| Beta | 0.64% | 0.74% | 0.74% |
| Alpha | 0.77% | -1.99% | -1.99% |
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 | 79.79 | 84.45 | 84.45 |
| Large Cap | 14.63 | 13.93 | 13.93 |
| Mid Cap | 2.94 | 1.62 | 1.62 |
| 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 | 77.43 | 82.17 | 82.17 |
| Energy | 0.76 | 2.87 | 2.87 |
| Technology | 2.68 | 2.51 | 2.51 |
| Industrials | 1.52 | - | - |
| Basic Materials | 1.76 | - | - |
| Financial Services | 7.52 | 8.38 | 8.38 |
| Real Estate | 1.04 | - | - |
| Healthcare | 2.65 | - | - |
| Consumer Cyclical | 2.26 | 2.65 | 2.65 |
| Consumer Defensive | 0.97 | 1.43 | 1.43 |
| Utilities | 0.18 | - | - |
| Communication Services | 1.22 | - | - |
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