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)	₹1549 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	-0.53%	0.08%
6 Month	2.17%	0.79%
1 Year	7.11%	4.19%
3 Year	9.12%	7.07%
5 Year	9.22%	7.72%

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
6 Month	1.01%	1.25%
1 Year	6.9%	4.04%
3 Year	8.74%	6.11%
5 Year	8.58%	6.75%

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Year	10.93%	7.33%
3 Year	9.5%	7.79%
5 Year	9.87%	7.99%

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation	3.44%	4.91%
Sharp	1.03%	0.31%
Beta	0.64%	0.81%
Alpha	0.77%	-1.91%

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	79.79	78.29
Large Cap	14.63	19.37
Mid Cap	2.94	2.33
Small Cap	2.63	-

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	77.43	78.29
Energy	0.76	3.22
Technology	2.68	2.99
Industrials	1.52	1.05
Basic Materials	1.76	1.24
Financial Services	7.52	7.64
Real Estate	1.04	-
Healthcare	2.65	0.69
Consumer Cyclical	2.26	1.89
Consumer Defensive	0.97	0.52
Utilities	0.18	-
Communication Services	1.22	2.46