Axis Regular Saver Fund vs Aditya Birla Sun Life Regular Savings Fund compare
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹1531 Cr | ₹276 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 22 May 2004 | 16 Jul 2010 |
Category | Conservative | Conservative |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 85+15 Conservative TRI | NIFTY 50 Hybrid Composite Debt 15:85 |
Turn Over | 149% | 64.15% |
Expense Ratio | 1.91 | 2.2 |
Manager | Dhaval Joshi | Devang Shah |
ISIN Code | INF209K01751 | INF846K01693 |
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 | Axis Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.93% | 0.69% |
6 Month | 6.92% | 4.89% |
1 Year | 6.81% | 3.99% |
3 Year | 9.12% | 7.14% |
5 Year | 10.91% | 7.82% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.98% | 0.69% |
1 Year | 8.62% | 5.57% |
3 Year | 9.56% | 7.33% |
5 Year | 9.1% | 6.8% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 10.24% | 7.41% |
3 Year | 8.45% | 7.35% |
5 Year | 8.94% | 8.03% |
Risk Management
Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 3.08% | 3.67% |
Sharp | 0.63% | -0.02% |
Beta | 0.90% | 1.13% |
Alpha | 0.41% | -1.97% |
Fund Managers
Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhaval Joshi | Devang Shah |
Total AUM | ₹361932 Cr | ₹60014 Cr |
Funds Managed | 55 | 15 |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 81.18 | 81.46 |
Large Cap | 13.85 | 16.98 |
Mid Cap | 2.83 | 0.84 |
Small Cap | 2.14 | 0.72 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 78.8 | 80.9 |
Energy | 0.67 | 1.87 |
Technology | 2.09 | 2.08 |
Industrials | 1.68 | 0.98 |
Basic Materials | 1.72 | 1.22 |
Financial Services | 6.92 | 7.68 |
Real Estate | 1.38 | - |
Healthcare | 2.61 | 1.49 |
Consumer Cyclical | 1.71 | 1.43 |
Consumer Defensive | 1.09 | 0.84 |
Utilities | 0.24 | 0.73 |
Communication Services | 1.11 | 0.78 |
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