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Aditya Birla Sun Life Regular Savings Fund vs SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan compare
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Chart Comparison
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) | ₹1542 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 |
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 | -0.1% | 0.19% |
| 6 Month | 3.08% | 1.06% |
| 1 Year | 6.51% | 3.3% |
| 3 Year | 8.86% | 6.85% |
| 5 Year | 9.54% | 7.74% |
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 | 1.27% | 0.95% |
| 1 Year | 8.12% | 4.22% |
| 3 Year | 9.05% | 6.15% |
| 5 Year | 8.68% | 6.74% |
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 | 10.93% | 7.35% |
| 3 Year | 9.5% | 7.82% |
| 5 Year | 9.87% | 8.01% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.44% | 4.91% |
| Sharp | 1.03% | 0.31% |
| Beta | 0.64% | 0.81% |
| Alpha | 0.77% | -1.91% |
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 | 79.96 | 78.57 |
| Large Cap | 14.37 | 19.1 |
| Mid Cap | 2.96 | 2.33 |
| Small Cap | 2.71 | - |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 77.68 | 78.57 |
| Energy | 0.73 | 3.08 |
| Technology | 2.62 | 2.31 |
| Industrials | 1.5 | 1.06 |
| Basic Materials | 1.77 | 1.92 |
| Financial Services | 7.35 | 7.65 |
| Real Estate | 1.03 | - |
| Healthcare | 2.65 | 0.67 |
| Consumer Cyclical | 2.31 | 1.82 |
| Consumer Defensive | 0.96 | 0.53 |
| Utilities | 0.18 | 0 |
| Communication Services | 1.22 | 2.4 |
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