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) | ₹9643 Cr | ₹1378 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 | 1.14% | 1.12% |
6 Month | 4.52% | 4.8% |
1 Year | 6.9% | 9.01% |
3 Year | 11.43% | 10.4% |
5 Year | 11.77% | 11.75% |
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 | 4.06% | 4.11% |
1 Year | 9.17% | 10.62% |
3 Year | 10.66% | 10.34% |
5 Year | 10.43% | 9.79% |
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 | 8.51% | 10.24% |
3 Year | 8.5% | 8.45% |
5 Year | 8.43% | 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 | 3.57% | 3.54% |
Sharp | 1.11% | 0.81% |
Beta | 1.00% | 1.00% |
Alpha | 0.72% | -0.36% |
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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 | 76.88 | 79.03 |
Large Cap | 11.49 | 15.91 |
Small Cap | 8.75 | 2.59 |
Mid Cap | 2.88 | 2.46 |
Sector Allocation
Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|
Others | 76.88 | 76.14 |
Energy | 2.45 | 0.78 |
Technology | 1.23 | 2.46 |
Basic Materials | 3.55 | 1.97 |
Financial Services | 7.92 | 8.54 |
Healthcare | 0.56 | 2.21 |
Consumer Cyclical | 2.33 | 1.77 |
Consumer Defensive | 1.75 | 1.12 |
Industrials | 3.32 | 2.11 |
Real Estate | - | 1.37 |
Utilities | - | 0.33 |
Communication Services | - | 1.2 |
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