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Axis Regular Saver Fund vs SBI Conservative Hybrid Fund compare

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tortoise-icon SBI Conservative Hybrid Fund - Regular Plan - Growth

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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 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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