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Aditya Birla Sun Life Regular Savings Fund vs LIC MF CONSERVATIVE HYBRID FUND compare

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tortoise-icon Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

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tortoise-icon LIC MF CONSERVATIVE HYBRID FUND-Growth

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tortoise-icon LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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