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)	₹1531 Cr	₹21 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	0.83%	0.46%
6 Month	7.05%	3.63%
1 Year	6.81%	2.23%
3 Year	9.09%	7.11%
5 Year	10.85%	8.3%

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
6 Month	1.98%	-0.1%
1 Year	8.62%	2.98%
3 Year	9.56%	6.41%
5 Year	9.1%	6.98%

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	3.08%	3.72%
Sharp	0.63%	0.03%
Beta	0.90%	1.16%
Alpha	0.41%	-1.84%

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	81.18	79.65
Large Cap	13.85	18.05
Mid Cap	2.83	2.3
Small Cap	2.14	-

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	78.8	78.35
Energy	0.67	2.71
Technology	2.09	2.19
Industrials	1.68	0.43
Basic Materials	1.72	1.9
Financial Services	6.92	7.44
Real Estate	1.38	-
Healthcare	2.61	0.63
Consumer Cyclical	1.71	1.95
Consumer Defensive	1.09	0.95
Utilities	0.24	1.29
Communication Services	1.11	2.15