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) | ₹1391 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 | 1.2% | 0.58% |
6 Month | 6.05% | 4.45% |
1 Year | 8.77% | 5.99% |
3 Year | 9.93% | 11.01% |
5 Year | 11.46% | 9.23% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
6 Month | 3.67% | 3.64% |
1 Year | 9.97% | 7.54% |
3 Year | 10.17% | 10.88% |
5 Year | 9.64% | 9.44% |
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% | 9.29% |
3 Year | 8.45% | 8.4% |
5 Year | 8.94% | 8.81% |
Risk Management
Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
Standard Deviation | 3.36% | 4.94% |
Sharp | 1.04% | 0.91% |
Beta | 0.96% | 1.32% |
Alpha | 0.29% | 0.03% |
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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 | 79.03 | 80.71 |
Large Cap | 15.91 | 8.72 |
Mid Cap | 2.46 | 5.49 |
Small Cap | 2.59 | 5.08 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
Others | 76.14 | 80.71 |
Energy | 0.78 | - |
Technology | 2.46 | 1.08 |
Industrials | 2.11 | 8.76 |
Basic Materials | 1.97 | 0.92 |
Financial Services | 8.54 | 1.34 |
Healthcare | 2.21 | 0.01 |
Real Estate | 1.37 | 0.86 |
Consumer Cyclical | 1.77 | 6.32 |
Consumer Defensive | 1.12 | - |
Utilities | 0.33 | - |
Communication Services | 1.2 | - |
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