Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹9953 Cr ₹1542 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 0.43% 0.25%
6 Month 2.99% 3.22%
1 Year 5.99% 6.68%
3 Year 9.77% 8.92%
5 Year 9.98% 9.66%

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 1.67% 1.65%
1 Year 8.36% 8.75%
3 Year 9.17% 9.31%
5 Year 9.4% 8.88%

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 8.43% 10.93%
3 Year 8.6% 9.5%
5 Year 8.49% 9.87%

Risk Management

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Standard Deviation 3.08% 3.44%
Sharp 1.19% 1.03%
Beta 0.45% 0.64%
Alpha 1.8% 0.77%

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 76.05 79.96
Large Cap 9.92 14.37
Small Cap 10.1 2.71
Mid Cap 3.93 2.96

Sector Allocation

Scheme Name

SBI Conservative Hybrid Fund - Regular Plan - Growth

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

Others 76.03 77.68
Energy 1.4 0.73
Consumer Cyclical 1.07 2.31
Basic Materials 5.36 1.77
Financial Services 7.69 7.35
Industrials 4.18 1.5
Healthcare 2.15 2.65
Consumer Defensive 2.12 0.96
Technology - 2.62
Real Estate - 1.03
Utilities - 0.18
Communication Services - 1.22

Top Comparisons

UTI Credit Risk Fund  - Regular Plan - Growth Option UTI Credit Risk Fund - Regular Plan - Growth Option

3Y Returns7.34%

VS

Axis Credit Risk Fund - Regular Plan - Growth Axis Credit Risk Fund - Regular Plan - Growth

3Y Returns7.98%

Compare Now

ICICI Prudential Smallcap Fund - Growth ICICI Prudential Smallcap Fund - Growth

3Y Returns15.82%

VS

Canara Robeco Small Cap Fund - Regular Plan - Growth Option Canara Robeco Small Cap Fund - Regular Plan - Growth Option

3Y Returns14.56%

Compare Now

HDFC Mid-Cap Fund - Growth Plan HDFC Mid-Cap Fund - Growth Plan

3Y Returns24.58%

VS

Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option

3Y Returns23.18%

Compare Now

Motilal Oswal Small Cap Fund - Regular (G) Motilal Oswal Small Cap Fund - Regular (G)

3Y Returns0%

VS

Tata Small Cap Fund Regular Growth Tata Small Cap Fund Regular Growth

3Y Returns14.64%

Compare Now
Add to Cart Successfully