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) | ₹1378 Cr | ₹51 Cr | ₹51 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 | 1.01% | 0.8% | 0.8% |
6 Month | 5.04% | 3.77% | 3.77% |
1 Year | 9.43% | 7.15% | 7.15% |
3 Year | 10.47% | 7.83% | 7.83% |
5 Year | 11.94% | 6.94% | 6.94% |
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 | 4% | 3.03% | 3.03% |
1 Year | 10.28% | 7.35% | 7.35% |
3 Year | 10.41% | 7.91% | 7.91% |
5 Year | 9.84% | 6.88% | 6.88% |
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% | 7.48% | 7.48% |
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 | 3.54% | 3.48% | 3.48% |
Sharp | 0.81% | 0.38% | 0.38% |
Beta | 1.00% | 0.71% | 0.71% |
Alpha | -0.36% | -2.15% | -2.15% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 79.39 | 79.96 | 79.96 |
Large Cap | 17 | 15.3 | 15.3 |
Small Cap | 1.99 | 3.33 | 3.33 |
Mid Cap | 1.62 | 1.41 | 1.41 |
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 | 77.14 | 79.96 | 79.96 |
Energy | 1.48 | - | - |
Technology | 2.86 | - | - |
Industrials | 1.69 | - | - |
Basic Materials | 1.58 | - | - |
Financial Services | 7.91 | - | - |
Healthcare | 1.45 | - | - |
Real Estate | 1.31 | - | - |
Consumer Cyclical | 1.83 | - | - |
Consumer Defensive | 0.89 | - | - |
Utilities | 0.75 | - | - |
Communication Services | 1.11 | - | - |
Petroleum Products | - | 2.91 | 2.91 |
IT - Software | - | 2.74 | 2.74 |
Diversified FMCG | - | 1.53 | 1.53 |
Banks | - | 7.6 | 7.6 |
Automobiles | - | 0.52 | 0.52 |
Industrial Products | - | 3.33 | 3.33 |
Auto Components | - | 1.41 | 1.41 |
Top Comparisons
SBI Gold Fund Regular Plan - Growth
3Y Returns21.94%
INVESCO INDIA GOLD ETF FUND OF FUND- Growth
3Y Returns21.59%
BANDHAN Nifty 50 Index Fund - Regular Plan - Growth
3Y Returns17.92%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
3Y Returns29.44%
Invesco India Dynamic Equity Fund - Growth
3Y Returns16.46%
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns11.61%
SBI Credit Risk Fund - Regular Plan - Growth
3Y Returns8.12%
Nippon India Credit Risk Fund - Growth Plan
3Y Returns8.21%