LIC MF CONSERVATIVE HYBRID FUND vs Aditya Birla Sun Life Regular Savings Fund compare
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
LIC MF CONSERVATIVE HYBRID FUND-Growth
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Fund | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderately High |
| Asset Size (Cr) | ₹1524 Cr | ₹51 Cr | ₹51 Cr |
| Min Investment | ₹500 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 | ₹500 |
| Launch Date | 22 May 2004 | 02 Jun 2003 | 02 Jun 2003 |
| Category | Conservative | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI |
| Turn Over | 149% | % | 51% |
| Expense Ratio | 1.91 | 2.25 | 2.25 |
| Manager | Dhaval Joshi | Pratik Harish Shroff | Pratik Harish Shroff |
| ISIN Code | INF209K01751 | INF767K01808 | INF767K01808 |
| 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 | LIC MF Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | -0.07% | -0.74% | -0.74% |
| 6 Month | 6.07% | 2.67% | 2.67% |
| 1 Year | 7.97% | 3.98% | 3.98% |
| 3 Year | 8.84% | 5.91% | 5.91% |
| 5 Year | 11.12% | 6.18% | 6.18% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | 2.23% | 0.58% | 0.58% |
| 1 Year | 7.97% | 3.22% | 3.22% |
| 3 Year | 9.51% | 6.39% | 6.39% |
| 5 Year | 9.16% | 6% | 6% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 10.24% | 7.47% | 7.47% |
| 3 Year | 8.45% | 6.84% | 6.84% |
| 5 Year | 8.94% | 6.77% | 6.77% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 3.00% | 3.48% | 3.48% |
| Sharp | 0.82% | 0.3% | 0.3% |
| Beta | 0.88% | 0.02% | 0.02% |
| Alpha | 0.17% | 0.88% | 0.88% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Name | Dhaval Joshi | Pratik Harish Shroff | Pratik Harish Shroff |
| Total AUM | ₹361932 Cr | ₹2586 Cr | ₹2586 Cr |
| Funds Managed | 55 | 10 | 10 |
| Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | LIC MF CONSERVATIVE HYBRID FUND-Growth | LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
LIC MF CONSERVATIVE HYBRID FUND-Growth |
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Others | 80.6 | 83.52 | 83.52 |
| Large Cap | 14.11 | 14.99 | 14.99 |
| Mid Cap | 2.88 | 1.49 | 1.49 |
| Small Cap | 2.41 | 0 | 0 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
LIC MF CONSERVATIVE HYBRID FUND-Growth |
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth |
|---|---|---|---|
| Others | 78.14 | 81.6 | 81.6 |
| Energy | 0.68 | 2.88 | 2.88 |
| Technology | 2.11 | 2.75 | 2.75 |
| Industrials | 1.97 | - | - |
| Basic Materials | 1.69 | 0 | 0 |
| Financial Services | 7.2 | 8.63 | 8.63 |
| Real Estate | 1.45 | - | - |
| Healthcare | 2.64 | - | - |
| Consumer Cyclical | 1.66 | 2.49 | 2.49 |
| Consumer Defensive | 1.07 | 1.65 | 1.65 |
| Utilities | 0.24 | - | - |
| Communication Services | 1.13 | - | - |
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