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) | ₹9799 Cr | ₹282 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 | -0.59% | -0.56% |
6 Month | 5.8% | 4.16% |
1 Year | 5.66% | 5.62% |
3 Year | 9.99% | 6.98% |
5 Year | 11.21% | 7.87% |
SIP Return Analysis
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.8% | 0.86% |
1 Year | 6.28% | 5.08% |
3 Year | 9.43% | 7.36% |
5 Year | 9.65% | 6.87% |
Rolling Lumpsum Returns
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.48% | 7.41% |
3 Year | 8.53% | 7.35% |
5 Year | 8.45% | 8.03% |
Risk Management
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 3.34% | 3.59% |
Sharp | 1.09% | 0.23% |
Beta | 0.97% | 1.13% |
Alpha | 1.10% | -2.09% |
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 | 77.02 | 81.18 |
Large Cap | 8.01 | 17.09 |
Small Cap | 8.8 | 0.81 |
Mid Cap | 6.17 | 0.92 |
Sector Allocation
Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 77.02 | 80.62 |
Energy | 2.2 | 2.09 |
Consumer Cyclical | 2.01 | 1.38 |
Basic Materials | 3.68 | 1.38 |
Financial Services | 7.56 | 7.69 |
Industrials | 3.69 | 0.97 |
Healthcare | 1.88 | 1.58 |
Consumer Defensive | 1.95 | 0.71 |
Technology | - | 2.07 |
Communication Services | - | 0.77 |
Utilities | - | 0.73 |
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