Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Axis Regular Saver Fund vs Aditya Birla Sun Life Regular Savings Fund compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

Invest Now

tortoise-icon Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Invest Now

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 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) ₹1549 Cr ₹236 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 -0.46% 0.09%
6 Month 2.66% 1.78%
1 Year 6.27% 5.62%
3 Year 8.85% 7.36%
5 Year 9.27% 6.74%

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 1.27% 1.32%
1 Year 8.12% 6.33%
3 Year 9.05% 7.25%
5 Year 8.68% 6.76%

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 10.93% 7.33%
3 Year 9.5% 7.32%
5 Year 9.87% 7.84%

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 3.44% 3.83%
Sharp 1.03% 0.42%
Beta 0.64% 0.53%
Alpha 0.77% -1.09%

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 79.79 78.85
Large Cap 14.63 20.14
Mid Cap 2.94 1.01
Small Cap 2.63 -

Sector Allocation

Scheme Name

Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Others 77.43 78.54
Energy 0.76 2.53
Technology 2.68 2.79
Industrials 1.52 1.3
Basic Materials 1.76 0.42
Financial Services 7.52 8.04
Real Estate 1.04 -
Healthcare 2.65 2.07
Consumer Cyclical 2.26 1.35
Consumer Defensive 0.97 1.19
Utilities 0.18 0.85
Communication Services 1.22 0.92

Top Comparisons

ICICI Prudential US Bluechip Equity Fund - Growth ICICI Prudential US Bluechip Equity Fund - Growth

3Y Returns18.79%

VS

Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan

3Y Returns16.03%

Compare Now

HDFC Small Cap Fund Regular Growth HDFC Small Cap Fund Regular Growth

3Y Returns19.58%

VS

Baroda BNP Paribas Small Cap Fund - Regular (G) Baroda BNP Paribas Small Cap Fund - Regular (G)

3Y Returns0%

Compare Now

Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth

3Y Returns35.92%

VS

Axis Global Innovation Fund of Fund - Regular Plan - Growth Axis Global Innovation Fund of Fund - Regular Plan - Growth

3Y Returns22.58%

Compare Now

Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option

3Y Returns20.18%

VS

Motilal Oswal Large and Midcap Fund - Regular Plan Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth

3Y Returns23.37%

Compare Now
Add to Cart Successfully