Canara Robeco Conservative Hybrid Fund vs Aditya Birla Sun Life Regular Savings Fund compare
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹1539 Cr | ₹936 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 22 May 2004 | 03 Apr 2001 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI |
| Turn Over | 149% | 181% |
| Expense Ratio | 1.91 | 1.85 |
| Manager | Dhaval Joshi | Avnish Jain |
| ISIN Code | INF209K01751 | INF760K01282 |
| Exits Load | 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 | Canara Robeco Conservative Hybrid 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 | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.31% | 0.68% |
| 6 Month | 4.45% | 2.93% |
| 1 Year | 7.78% | 5.1% |
| 3 Year | 9.3% | 8.47% |
| 5 Year | 10.87% | 8.34% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.99% | 0.95% |
| 1 Year | 9.5% | 6.61% |
| 3 Year | 9.78% | 8.36% |
| 5 Year | 9.21% | 7.91% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.24% | 8.87% |
| 3 Year | 8.45% | 9.61% |
| 5 Year | 8.94% | 9.52% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.01% | 3.53% |
| Sharp | 0.78% | 0.50% |
| Beta | 0.92% | 1.10% |
| Alpha | 0.24% | -0.79% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhaval Joshi | Avnish Jain |
| Total AUM | ₹361932 Cr | ₹15907 Cr |
| Funds Managed | 55 | 11 |
| Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 80.64 | 78.51 |
| Large Cap | 13.86 | 13.28 |
| Mid Cap | 2.87 | 2.59 |
| Small Cap | 2.63 | 5.62 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 78.19 | 77.04 |
| Energy | 0.66 | 0.8 |
| Technology | 2.39 | 1.49 |
| Industrials | 1.42 | 3.67 |
| Basic Materials | 1.76 | 1.24 |
| Financial Services | 6.98 | 5.47 |
| Real Estate | 1.41 | 0.19 |
| Healthcare | 2.58 | 3.43 |
| Consumer Cyclical | 2.25 | 2.87 |
| Consumer Defensive | 1.02 | 2.97 |
| Utilities | 0.25 | 0.19 |
| Communication Services | 1.1 | 0.64 |
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