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)	₹1539 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	1.72%	1.28%
6 Month	4.79%	0.64%
1 Year	8.24%	3.83%
3 Year	9.42%	7.3%
5 Year	10.87%	8.27%

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
6 Month	1.99%	0.42%
1 Year	9.5%	3.77%
3 Year	9.78%	6.42%
5 Year	9.21%	6.97%

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Year	10.24%	7.53%
3 Year	8.45%	7.93%
5 Year	8.94%	7.95%

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation	3.01%	3.62%
Sharp	0.78%	0.16%
Beta	0.92%	1.18%
Alpha	0.24%	-2.13%

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	80.64	79.45
Large Cap	13.86	18.27
Mid Cap	2.87	2.28
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	78.19	78.08
Energy	0.66	2.81
Technology	2.39	2.14
Industrials	1.42	0.44
Basic Materials	1.76	1.86
Financial Services	6.98	7.54
Real Estate	1.41	-
Healthcare	2.58	0.65
Consumer Cyclical	2.25	2.02
Consumer Defensive	1.02	0.93
Utilities	0.25	1.37
Communication Services	1.1	2.16