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)	₹1450 Cr	₹22 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	-0.05%	-0.67%
6 Month	5.94%	3.17%
1 Year	7.77%	4.31%
3 Year	9.1%	7.62%
5 Year	11.26%	8.41%

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
6 Month	2.76%	0.82%
1 Year	8.66%	3.88%
3 Year	9.75%	7.14%
5 Year	9.37%	7.48%

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Year	10.24%	7.6%
3 Year	8.45%	7.99%
5 Year	8.94%	7.88%

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation	3.00%	3.57%
Sharp	0.82%	0.31%
Beta	0.96%	1.11%
Alpha	0.29%	-1.82%

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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	79.49	74.91
Large Cap	14.96	22.57
Mid Cap	2.98	2.51
Small Cap	2.57	-

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	76.36	73.64
Energy	0.77	3.14
Technology	2.35	2.62
Industrials	2.37	0.65
Consumer Cyclical	1.73	1.84
Basic Materials	1.8	1.92
Financial Services	7.66	10.07
Real Estate	1.7	-
Healthcare	2.7	0.57
Consumer Defensive	1.1	2.04
Utilities	0.26	1.27
Communication Services	1.2	2.24