HSBC Conservative Hybrid Fund vs Aditya Birla Sun Life Regular Savings Fund compare
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
HSBC Conservative Hybrid Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | HSBC Conservative Hybrid Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹1549 Cr | ₹149 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 22 May 2004 | 24 Feb 2004 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 85+15 Conservative TRI | NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index |
| Turn Over | 149% | 27% |
| Expense Ratio | 1.91 | 2.17 |
| Manager | Dhaval Joshi | Mahesh A Chhabria |
| ISIN Code | INF209K01751 | INF336L01099 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.22% | -0.81% |
| 6 Month | 1.91% | -0.99% |
| 1 Year | 7.9% | 2.78% |
| 3 Year | 9.04% | 9.28% |
| 5 Year | 8.7% | 7.16% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.07% | -1.14% |
| 1 Year | 6.81% | 1.86% |
| 3 Year | 8.6% | 7.24% |
| 5 Year | 8.45% | 7.65% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.93% | 9.08% |
| 3 Year | 9.5% | 8.51% |
| 5 Year | 9.87% | 8.83% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 3.44% | 4.11% |
| Sharp | 1.01% | 0.76% |
| Beta | 0.64% | 0.51% |
| Alpha | 0.68% | 0.92% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Name | Dhaval Joshi | Mahesh A Chhabria |
| Total AUM | ₹361932 Cr | ₹15021 Cr |
| Funds Managed | 55 | 9 |
| Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | HSBC Conservative Hybrid Fund - Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 80.14 | 81.41 |
| Large Cap | 14.63 | 9.59 |
| Mid Cap | 2.83 | 5.56 |
| Small Cap | 2.4 | 3.44 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 77.76 | 81.41 |
| Energy | 0.76 | - |
| Technology | 2.58 | - |
| Industrials | 1.51 | - |
| Basic Materials | 1.82 | - |
| Financial Services | 7.5 | - |
| Real Estate | 0.89 | - |
| Healthcare | 2.58 | - |
| Consumer Cyclical | 2.25 | - |
| Consumer Defensive | 0.97 | - |
| Utilities | 0.18 | - |
| Communication Services | 1.21 | - |
| Electrical Equipment | - | 6.01 |
| IT - Software | - | 1.23 |
| Construction | - | 1.08 |
| Banks | - | 0.7 |
| Leisure Services | - | 0.64 |
| Finance | - | 0.77 |
| Aerospace & Defense | - | 0.83 |
| Consumer Durables | - | 0.72 |
| Insurance | - | 0.01 |
| Realty | - | 0.58 |
| Retailing | - | 4.41 |
| Industrial Products | - | 0.87 |
| Industrial Manufacturing | - | 0.74 |
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