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) | ₹1531 Cr | ₹163 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 | 0.68% | 0.45% |
6 Month | 6.89% | 8.6% |
1 Year | 6.84% | 5.37% |
3 Year | 8.85% | 10.22% |
5 Year | 10.86% | 9.22% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
6 Month | 1.98% | 2.18% |
1 Year | 8.62% | 8.45% |
3 Year | 9.56% | 10.65% |
5 Year | 9.1% | 9.35% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
1 Year | 10.24% | 9.25% |
3 Year | 8.45% | 8.43% |
5 Year | 8.94% | 8.84% |
Risk Management
Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
Standard Deviation | 3.08% | 4.80% |
Sharp | 0.63% | 0.63% |
Beta | 0.90% | 1.31% |
Alpha | 0.41% | 0.78% |
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 | 81.15 | 79.97 |
Large Cap | 13.91 | 9.11 |
Mid Cap | 2.88 | 5.74 |
Small Cap | 2.07 | 5.19 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
Others | 78.75 | 79.47 |
Energy | 0.67 | - |
Technology | 2.04 | 0.97 |
Industrials | 1.68 | 9 |
Basic Materials | 1.68 | 1.13 |
Financial Services | 7.06 | 1.27 |
Real Estate | 1.43 | 0.88 |
Healthcare | 2.66 | 0.01 |
Consumer Cyclical | 1.65 | 6.77 |
Consumer Defensive | 1.03 | - |
Utilities | 0.25 | 0.5 |
Communication Services | 1.1 | - |
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