Aditya Birla Sun Life Regular Savings Fund vs SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan compare

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

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SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Fund	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderately High
Asset Size (Cr)	₹1389 Cr	₹27 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹100	₹250
Min Addl Investment	₹500	₹500
Launch Date	22 May 2004	25 Jan 2010
Category	Conservative	Conservative
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 85+15 Conservative TRI	CRISIL Hybrid 85+15 Conservative TRI
Turn Over	149%	252%
Expense Ratio	1.91	2.19
Manager	Dhaval Joshi	Dwijendra Srivastava
ISIN Code	INF209K01751	INF903J01HB0
Exits Load	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	Data not available./365

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Month	1.65%	2.3%
6 Month	3.23%	3.34%
1 Year	10.18%	9.01%
3 Year	8.63%	8.11%
5 Year	12.53%	9.6%

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month	2.8%	3.14%
1 Year	8.25%	7.59%
3 Year	9.87%	8.78%
5 Year	9.72%	8.54%

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Year	10.24%	7.67%
3 Year	8.45%	7.96%
5 Year	8.94%	7.63%

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Standard Deviation	3.662%	3.55%
Sharp	0.222%	-0.011%
Beta	0.986%	1.006%
Alpha	-0.122%	-0.98%

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Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Name	Dhaval Joshi	Dwijendra Srivastava
Total AUM	₹361932 Cr	₹14140 Cr
Funds Managed	55	14
	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Others	79.39	81.82
Large Cap	17	16.41
Small Cap	1.99	0
Mid Cap	1.62	1.77

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Others	77.14	81.72
Energy	1.48	2
Technology	2.86	2.38
Industrials	1.69	0.48
Basic Materials	1.58	1.3
Financial Services	7.91	6.99
Healthcare	1.45	0.43
Real Estate	1.31	-
Consumer Cyclical	1.83	1.47
Consumer Defensive	0.89	1.53
Utilities	0.75	-
Communication Services	1.11	1.69