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) | ₹9977 Cr | ₹236 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 | -0.7% | -0.13% |
| 6 Month | 2.01% | 1.44% |
| 1 Year | 6.37% | 6.53% |
| 3 Year | 9.81% | 7.46% |
| 5 Year | 9.6% | 6.7% |
SIP Return Analysis
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.99% | 1.39% |
| 1 Year | 6.6% | 5.74% |
| 3 Year | 8.53% | 7.17% |
| 5 Year | 9.07% | 6.77% |
Rolling Lumpsum Returns
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.42% | 7.31% |
| 3 Year | 8.61% | 7.32% |
| 5 Year | 8.5% | 7.83% |
Risk Management
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.08% | 3.83% |
| Sharp | 1.19% | 0.42% |
| Beta | 0.45% | 0.53% |
| Alpha | 1.8% | -1.09% |
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 | 76.13 | 78.85 |
| Large Cap | 9.12 | 20.14 |
| Mid Cap | 3.92 | 1.01 |
| Small Cap | 10.84 | - |
Sector Allocation
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 76.11 | 78.54 |
| Energy | 1.45 | 2.53 |
| Basic Materials | 5.43 | 0.42 |
| Financial Services | 7.35 | 8.04 |
| Industrials | 4.11 | 1.3 |
| Consumer Cyclical | 1.55 | 1.35 |
| Healthcare | 2.08 | 2.07 |
| Consumer Defensive | 1.91 | 1.19 |
| Technology | - | 2.79 |
| Communication Services | - | 0.92 |
| Utilities | - | 0.85 |
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