ICICI Prudential Regular Savings Fund vs Aditya Birla Sun Life Regular Savings Fund compare
ICICI Prudential Regular Savings Fund - Plan - Growth
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Fund | ICICI Prudential Regular Savings Fund - Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Moderately High |
| Asset Size (Cr) | ₹3359 Cr | ₹1541 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 30 Mar 2004 | 22 May 2004 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 | CRISIL Hybrid 85+15 Conservative TRI |
| Turn Over | 21% | 149% |
| Expense Ratio | 1.67 | 1.91 |
| Manager | Sharmila D'mello | Dhaval Joshi |
| ISIN Code | INF109K01902 | INF209K01751 |
| Exits Load | Data not available./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| 1 Month | -0.73% | -0.38% |
| 6 Month | 1.26% | 1.03% |
| 1 Year | 7.24% | 7.67% |
| 3 Year | 9.75% | 8.8% |
| 5 Year | 8.8% | 8.56% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| 6 Month | -0.06% | 0.17% |
| 1 Year | 4.43% | 4.48% |
| 3 Year | 8.46% | 7.99% |
| 5 Year | 8.82% | 8.15% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| 1 Year | - | 10.93% |
| 3 Year | - | 9.5% |
| 5 Year | - | 9.87% |
Risk Management
| Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Standard Deviation | 3.12% | 3.44% |
| Sharp | 1.41% | 1.01% |
| Beta | 0.42% | 0.64% |
| Alpha | 1.92% | 0.68% |
Fund Managers
| Scheme Name | ICICI Prudential Regular Savings Fund - Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Name | Sharmila D'mello | Dhaval Joshi |
| Total AUM | ₹354743 Cr | ₹361932 Cr |
| Funds Managed | 35 | 55 |
| ICICI Prudential Regular Savings Fund - Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
Market Cap
| Scheme Name |
ICICI Prudential Regular Savings Fund - Plan - Growth |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Others | 78.52 | 80.18 |
| Large Cap | 13.86 | 14.65 |
| Small Cap | 4.93 | 2.36 |
| Mid Cap | 2.69 | 2.81 |
Sector Allocation
| Scheme Name |
ICICI Prudential Regular Savings Fund - Plan - Growth |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Others | 75.9 | 77.92 |
| Energy | 1.56 | 0.76 |
| Technology | 2.14 | 2.5 |
| Consumer Cyclical | 3.17 | 2.22 |
| Communication Services | 2.05 | 1.23 |
| Healthcare | 2.24 | 2.57 |
| Basic Materials | 0.67 | 1.87 |
| Consumer Defensive | 1.6 | 0.95 |
| Financial Services | 6.88 | 7.44 |
| Real Estate | 1.63 | 0.86 |
| Industrials | 1.05 | 1.49 |
| Utilities | 1.1 | 0.19 |
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