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) | ₹1542 Cr | ₹151 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 | 0.31% | -0.83% |
| 6 Month | 3.34% | 0.9% |
| 1 Year | 7.55% | 4.26% |
| 3 Year | 9.09% | 9.7% |
| 5 Year | 9.83% | 8.15% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.61% | -0.41% |
| 1 Year | 8.59% | 3.84% |
| 3 Year | 9.44% | 8.74% |
| 5 Year | 8.99% | 8.46% |
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% | 9.13% |
| 3 Year | 9.5% | 8.49% |
| 5 Year | 9.87% | 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 | 3.02% | 4.64% |
| Sharp | 0.81% | 0.76% |
| Beta | 0.92% | 1.28% |
| Alpha | 0.21% | 0.39% |
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 | 79.86 | 80.66 |
| Large Cap | 14.36 | 8.55 |
| Mid Cap | 3.01 | 6.71 |
| Small Cap | 2.77 | 4.09 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 77.15 | 80.13 |
| Energy | 0.72 | - |
| Technology | 2.64 | 2.03 |
| Industrials | 1.55 | 9.05 |
| Basic Materials | 1.83 | - |
| Financial Services | 7.29 | 1.41 |
| Real Estate | 1.39 | 0.98 |
| Healthcare | 2.67 | 0.02 |
| Consumer Cyclical | 2.33 | 5.87 |
| Consumer Defensive | 0.98 | - |
| Utilities | 0.25 | 0.53 |
| Communication Services | 1.2 | - |
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