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) | ₹1541 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 | -0.38% | -0.36% | -0.36% |
| 6 Month | 1.03% | 1.01% | 1.01% |
| 1 Year | 7.67% | 4.58% | 4.58% |
| 3 Year | 8.8% | 6.51% | 6.51% |
| 5 Year | 8.56% | 5.58% | 5.58% |
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 | 0.17% | 0.7% | 0.7% |
| 1 Year | 4.48% | 3.68% | 3.68% |
| 3 Year | 7.99% | 5.91% | 5.91% |
| 5 Year | 8.15% | 5.84% | 5.84% |
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% | 7.36% | 7.36% |
| 3 Year | 9.5% | 6.79% | 6.79% |
| 5 Year | 9.87% | 6.73% | 6.73% |
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 | 1.01% | 0.33% | 0.33% |
| Beta | 0.64% | 0.71% | 0.71% |
| Alpha | 0.68% | -1.58% | -1.58% |
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 | 80.18 | 83.53 | 83.53 |
| Large Cap | 14.65 | 14.81 | 14.81 |
| Mid Cap | 2.81 | 1.66 | 1.66 |
| Small Cap | 2.36 | - | - |
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 | 77.92 | 82.29 | 82.29 |
| Energy | 0.76 | 2.88 | 2.88 |
| Technology | 2.5 | 2.55 | 2.55 |
| Industrials | 1.49 | - | - |
| Basic Materials | 1.87 | - | - |
| Financial Services | 7.44 | 8.26 | 8.26 |
| Real Estate | 0.86 | - | - |
| Healthcare | 2.57 | - | - |
| Consumer Cyclical | 2.22 | 2.68 | 2.68 |
| Consumer Defensive | 0.95 | 1.34 | 1.34 |
| Utilities | 0.19 | - | - |
| Communication Services | 1.23 | - | - |
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