Axis Regular Saver Fund vs SBI Conservative Hybrid Fund compare
SBI Conservative Hybrid Fund - Regular Plan - Growth
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Conservative Hybrid Fund - Regular Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹9761 Cr | ₹267 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 23 Mar 2001 | 16 Jul 2010 |
Category | Conservative | Conservative |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 | NIFTY 50 Hybrid Composite Debt 15:85 |
Turn Over | 252% | 64.15% |
Expense Ratio | 1.54 | 2.2 |
Manager | Pradeep Kesavan | Devang Shah |
ISIN Code | INF200K01859 | INF846K01693 |
Exits Load | SBI Conservative Hybrid 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 | SBI Conservative Hybrid Fund - Regular Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.54% | 1.9% |
6 Month | 1.95% | 3.76% |
1 Year | 8.71% | 10.05% |
3 Year | 9.92% | 7.24% |
5 Year | 12.33% | 9.12% |
SIP Return Analysis
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.55% | 3.38% |
1 Year | 6.14% | 8.25% |
3 Year | 10.27% | 8.68% |
5 Year | 10.34% | 7.74% |
Rolling Lumpsum Returns
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.51% | 7.4% |
3 Year | 8.46% | 7.34% |
5 Year | 8.38% | 7.81% |
Risk Management
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 3.514% | 4.135% |
Sharp | 0.648% | -0.202% |
Beta | 0.906% | 1.16% |
Alpha | 1.401% | -1.912% |
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Fund Managers
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Devang Shah |
Total AUM | ₹434274 Cr | ₹60014 Cr |
Funds Managed | 43 | 15 |
SBI Conservative Hybrid Fund - Regular Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 79.59 | 78.03 |
Large Cap | 8.47 | 20.05 |
Small Cap | 9.61 | 1.13 |
Mid Cap | 2.32 | 0.79 |
Sector Allocation
Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 79.59 | 78.03 |
Energy | 0.47 | 1.82 |
Technology | 2.54 | 2.74 |
Industrials | 3.51 | 0.58 |
Financial Services | 7.63 | 10.09 |
Healthcare | 0.74 | 1.69 |
Consumer Cyclical | 2.57 | 2.12 |
Basic Materials | 1.26 | 1.48 |
Consumer Defensive | 1.68 | 0.72 |
Communication Services | - | 0.73 |
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