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Aditya Birla Sun Life Regular Savings Fund vs SBI Conservative Hybrid Fund compare

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tortoise-icon SBI Conservative Hybrid Fund - Regular Plan - Growth

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

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Chart Comparison

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

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) ₹9784 Cr ₹1533 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 -0.41% -0.45%
6 Month 6.4% 6.27%
1 Year 4.42% 6.7%
3 Year 9.75% 8.94%
5 Year 11.15% 10.78%

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 1.06% 1.14%
1 Year 5.9% 6.89%
3 Year 9.2% 9.14%
5 Year 9.54% 8.96%

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 8.48% 10.24%
3 Year 8.53% 8.45%
5 Year 8.45% 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% 3.00%
Sharp 1.09% 0.82%
Beta 0.97% 0.88%
Alpha 1.10% 0.17%

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 77.02 80.6
Large Cap 8.01 14.11
Small Cap 8.8 2.41
Mid Cap 6.17 2.88

Sector Allocation

Scheme Name

SBI Conservative Hybrid Fund - Regular Plan - Growth

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

Others 77.02 78.14
Energy 2.2 0.68
Consumer Cyclical 2.01 1.66
Basic Materials 3.68 1.69
Financial Services 7.56 7.2
Industrials 3.69 1.97
Healthcare 1.88 2.64
Consumer Defensive 1.95 1.07
Technology - 2.11
Real Estate - 1.45
Utilities - 0.24
Communication Services - 1.13

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