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) | ₹9851 Cr | ₹1549 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 | 0.14% | 0.19% |
| 6 Month | 1.54% | 1.88% |
| 1 Year | 6.77% | 7.48% |
| 3 Year | 9.77% | 9.03% |
| 5 Year | 9.25% | 8.63% |
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 | 1.03% | 1.07% |
| 1 Year | 6.27% | 6.81% |
| 3 Year | 8.27% | 8.6% |
| 5 Year | 8.88% | 8.45% |
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 | 8.4% | 10.93% |
| 3 Year | 8.64% | 9.5% |
| 5 Year | 8.5% | 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 | 1.14% | 1.01% |
| Beta | 0.46% | 0.64% |
| Alpha | 1.47% | 0.68% |
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 | 76.85 | 80.14 |
| Large Cap | 8.73 | 14.63 |
| Mid Cap | 3.89 | 2.83 |
| Small Cap | 10.52 | 2.4 |
Sector Allocation
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Others | 76.84 | 77.76 |
| Energy | 1.45 | 0.76 |
| Consumer Cyclical | 2.09 | 2.25 |
| Basic Materials | 5.19 | 1.82 |
| Industrials | 4.09 | 1.51 |
| Healthcare | 2.04 | 2.58 |
| Consumer Defensive | 1.89 | 0.97 |
| Financial Services | 6.41 | 7.5 |
| Technology | - | 2.58 |
| Real Estate | - | 0.89 |
| Utilities | - | 0.18 |
| Communication Services | - | 1.21 |
Top Comparisons
Bandhan Focused Fund - Regular Plan - Growth
3Y Returns18.59%
DSP Focused Fund - Regular Plan - Growth
3Y Returns19.45%
ICICI Prudential Savings Fund - Growth
3Y Returns7.71%
DSP Low Duration Fund - Regular Plan - Growth
3Y Returns7.09%
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
3Y Returns6.98%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.18%
Kotak Aggressive Hybrid Fund - Growth
3Y Returns14.45%
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns15.54%