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) | ₹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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