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) | ₹1389 Cr | ₹50 Cr | ₹50 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 | 2.23% | 1.93% | 1.93% |
6 Month | 4.13% | 2.81% | 2.81% |
1 Year | 10.93% | 8.58% | 8.58% |
3 Year | 9.77% | 7.49% | 7.49% |
5 Year | 12.6% | 7.12% | 7.12% |
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 | 2.3% | 0.88% | 0.88% |
1 Year | 7.25% | 3.77% | 3.77% |
3 Year | 9.37% | 6.72% | 6.72% |
5 Year | 9.33% | 6.13% | 6.13% |
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% | 7.49% | 7.49% |
3 Year | 8.45% | 6.84% | 6.84% |
5 Year | 8.94% | 6.76% | 6.76% |
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 | 3.662% | 3.48% | 3.48% |
Sharp | 0.222% | 0.13% | 0.13% |
Beta | 0.986% | 0.69% | 0.69% |
Alpha | -0.122% | -2.13% | -2.13% |
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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 | 79.39 | 80.32 | 80.32 |
Large Cap | 17 | 14.76 | 14.76 |
Small Cap | 1.99 | 3.42 | 3.42 |
Mid Cap | 1.62 | 1.5 | 1.5 |
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 | 77.14 | 80.32 | 80.32 |
Energy | 1.48 | - | - |
Technology | 2.86 | - | - |
Industrials | 1.69 | - | - |
Basic Materials | 1.58 | - | - |
Financial Services | 7.91 | - | - |
Healthcare | 1.45 | - | - |
Real Estate | 1.31 | - | - |
Consumer Cyclical | 1.83 | - | - |
Consumer Defensive | 0.89 | - | - |
Utilities | 0.75 | - | - |
Communication Services | 1.11 | - | - |
Petroleum Products | - | 2.66 | 2.66 |
IT - Software | - | 2.89 | 2.89 |
Diversified FMCG | - | 1.49 | 1.49 |
Banks | - | 7.24 | 7.24 |
Automobiles | - | 0.48 | 0.48 |
Industrial Products | - | 3.42 | 3.42 |
Auto Components | - | 1.5 | 1.5 |
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