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

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

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tortoise-icon 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) ₹1378 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

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Month 1.12% 0.16%
6 Month 4.8% 3.36%
1 Year 9.01% 5.91%
3 Year 10.4% 8.73%
5 Year 11.75% 8.84%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan Sundaram Conservative Hybrid Fund - Regular Plan - Growth
6 Month 4% 2.32%
1 Year 10.28% 6.2%
3 Year 10.41% 8.12%
5 Year 9.84% 8.11%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Year 10.24% 7.65%
3 Year 8.45% 7.91%
5 Year 8.94% 7.78%

Risk Management

Scheme Name Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation 3.54% 3.66%
Sharp 0.81% 0.50%
Beta 1.00% 1.10%
Alpha -0.36% -1.71%

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Fund Managers

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

Market Cap

Scheme Name

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

Sundaram Conservative Hybrid Fund - Regular Plan - Growth

Others 79.03 80.38
Large Cap 15.91 17.68
Mid Cap 2.46 1.93
Small Cap 2.59 -

Sector Allocation

Scheme Name

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

Sundaram Conservative Hybrid Fund - Regular Plan - Growth

Others 76.14 79.31
Energy 0.78 2.37
Technology 2.46 2.2
Industrials 2.11 0.53
Basic Materials 1.97 1.43
Financial Services 8.54 7.86
Healthcare 2.21 0.45
Real Estate 1.37 -
Consumer Cyclical 1.77 1.46
Consumer Defensive 1.12 1.61
Utilities 0.33 0.96
Communication Services 1.2 1.81

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