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) | ₹9787 Cr | ₹1531 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 | 0.9% | 0.83% |
6 Month | 6.63% | 7.05% |
1 Year | 4.55% | 6.81% |
3 Year | 9.91% | 9.09% |
5 Year | 11.02% | 10.85% |
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 | 1.84% | 1.98% |
1 Year | 7.7% | 8.62% |
3 Year | 9.57% | 9.56% |
5 Year | 9.67% | 9.1% |
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 | 3.36% | 3.08% |
Sharp | 0.86% | 0.63% |
Beta | 0.96% | 0.90% |
Alpha | 1.26% | 0.41% |
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 | 77.36 | 81.18 |
Large Cap | 9.21 | 13.85 |
Small Cap | 8.77 | 2.14 |
Mid Cap | 4.66 | 2.83 |
Sector Allocation
Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|
Others | 76.5 | 78.8 |
Energy | 2.15 | 0.67 |
Consumer Cyclical | 1.91 | 1.71 |
Basic Materials | 3.74 | 1.72 |
Financial Services | 7.37 | 6.92 |
Industrials | 4.77 | 1.68 |
Healthcare | 1.69 | 2.61 |
Consumer Defensive | 1.87 | 1.09 |
Technology | - | 2.09 |
Real Estate | - | 1.38 |
Utilities | - | 0.24 |
Communication Services | - | 1.11 |
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