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

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

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

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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 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) ₹1542 Cr ₹273 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 0.69% 0.89%
6 Month 3.9% 1.82%
1 Year 8.4% 6.86%
3 Year 9.19% 7.29%
5 Year 10.34% 7.27%

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 1.82% 1.35%
1 Year 9.07% 6.56%
3 Year 9.5% 7.44%
5 Year 8.97% 6.86%

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% 7.35%
3 Year 9.5% 7.32%
5 Year 9.87% 7.87%

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 3.02% 3.61%
Sharp 0.81% 0.17%
Beta 0.92% 1.16%
Alpha 0.21% -2.21%

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 80.11 81.11
Large Cap 14.19 17.6
Mid Cap 3.05 0.84
Small Cap 2.64 0.45

Sector Allocation

Scheme Name

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

Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Others 77.39 80.64
Energy 0.67 1.95
Technology 2.69 2.1
Industrials 1.46 1.07
Basic Materials 1.76 0.91
Financial Services 7.24 8.15
Real Estate 1.39 -
Healthcare 2.7 1.53
Consumer Cyclical 2.32 1.22
Consumer Defensive 0.98 0.84
Utilities 0.25 0.77
Communication Services 1.15 0.83

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