Aditya Birla Sun Life Regular Savings Fund vs SBI Conservative Hybrid Fund compare
SBI Conservative Hybrid Fund - Regular Plan - Growth
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Chart Comparison
Overview
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Fund | SBI Conservative Hybrid Fund - Regular Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹9859 Cr | ₹1539 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 23 Mar 2001 | 22 May 2004 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 | CRISIL Hybrid 85+15 Conservative TRI |
| Turn Over | 252% | 149% |
| Expense Ratio | 1.54 | 1.91 |
| Manager | Pradeep Kesavan | Dhaval Joshi |
| ISIN Code | INF200K01859 | INF209K01751 |
| Exits Load | SBI Conservative Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| 1 Month | 0.84% | 1.11% |
| 6 Month | 3.69% | 4.23% |
| 1 Year | 6.16% | 7.73% |
| 3 Year | 10.1% | 9.5% |
| 5 Year | 10.97% | 10.83% |
SIP Return Analysis
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| 6 Month | 1.36% | 2.09% |
| 1 Year | 7.91% | 9.75% |
| 3 Year | 9.36% | 9.83% |
| 5 Year | 9.55% | 9.24% |
Rolling Lumpsum Returns
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| 1 Year | 8.45% | 10.24% |
| 3 Year | 8.55% | 8.45% |
| 5 Year | 8.47% | 8.94% |
Risk Management
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Standard Deviation | 3.34% | 3.01% |
| Sharp | 0.94% | 0.78% |
| Beta | 1.00% | 0.92% |
| Alpha | 0.81% | 0.24% |
Fund Managers
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Name | Pradeep Kesavan | Dhaval Joshi |
| Total AUM | ₹434274 Cr | ₹361932 Cr |
| Funds Managed | 43 | 55 |
| SBI Conservative Hybrid Fund - Regular Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
Market Cap
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Others | 76.48 | 80.64 |
| Large Cap | 8.96 | 13.86 |
| Small Cap | 10.61 | 2.63 |
| Mid Cap | 3.95 | 2.87 |
Sector Allocation
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Others | 75.63 | 78.19 |
| Energy | 1.52 | 0.66 |
| Consumer Cyclical | 1.73 | 2.25 |
| Basic Materials | 5.63 | 1.76 |
| Financial Services | 6.78 | 6.98 |
| Industrials | 5.21 | 1.42 |
| Healthcare | 1.69 | 2.58 |
| Consumer Defensive | 1.82 | 1.02 |
| Technology | - | 2.39 |
| Real Estate | - | 1.41 |
| Utilities | - | 0.25 |
| Communication Services | - | 1.1 |
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