BANDHAN Regular Savings Fund vs Aditya Birla Sun Life Regular Savings Fund compare
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Chart Comparison
Overview
| Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Fund | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹102 Cr | ₹1539 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 25 Feb 2010 | 22 May 2004 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 85+15 Conservative Index | CRISIL Hybrid 85+15 Conservative TRI |
| Turn Over | 78% | 149% |
| Expense Ratio | 2.01 | 1.91 |
| Manager | Harshal Joshi | Dhaval Joshi |
| ISIN Code | INF194K01RW9 | INF209K01751 |
| Exits Load | Bandhan Conservative Hybrid Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| 1 Month | 0.66% | 0.64% |
| 6 Month | 2.59% | 4.9% |
| 1 Year | 5.63% | 7.66% |
| 3 Year | 7.59% | 9.15% |
| 5 Year | 6.32% | 10.38% |
SIP Return Analysis
| Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| 6 Month | 1.02% | 1.66% |
| 1 Year | 5.86% | 8.87% |
| 3 Year | 7.3% | 9.45% |
| 5 Year | 6.58% | 8.96% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| 1 Year | 7.25% | 10.93% |
| 3 Year | 7.25% | 9.5% |
| 5 Year | 7.43% | 9.87% |
Risk Management
| Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Standard Deviation | 3.72% | 3.02% |
| Sharp | 0.26% | 0.81% |
| Beta | 1.17% | 0.92% |
| Alpha | -1.86% | 0.21% |
Fund Managers
| Scheme Name | BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Name | Harshal Joshi | Dhaval Joshi |
| Total AUM | ₹42965 Cr | ₹361932 Cr |
| Funds Managed | 20 | 55 |
| BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
Market Cap
| Scheme Name |
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Others | 87.74 | 80.11 |
| Large Cap | 10.6 | 14.19 |
| Mid Cap | 1.66 | 3.05 |
| Small Cap | - | 2.64 |
Sector Allocation
| Scheme Name |
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Others | 87.74 | 77.39 |
| Financial Services | 2.65 | 7.24 |
| Consumer Defensive | 0.86 | 0.98 |
| Consumer Cyclical | 6.63 | 2.32 |
| Technology | 2.12 | 2.69 |
| Energy | - | 0.67 |
| Industrials | - | 1.46 |
| Basic Materials | - | 1.76 |
| Real Estate | - | 1.39 |
| Healthcare | - | 2.7 |
| Utilities | - | 0.25 |
| Communication Services | - | 1.15 |
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