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LIC MF CONSERVATIVE HYBRID FUND vs Aditya Birla Sun Life Regular Savings Fund compare

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tortoise-icon Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

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tortoise-icon LIC MF CONSERVATIVE HYBRID FUND-Growth

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tortoise-icon LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1549 Cr ₹49 Cr ₹49 Cr
Min Investment ₹500 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹200 ₹200
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 -0.46% 0.04% 0.04%
6 Month 2.66% 1.26% 1.26%
1 Year 6.27% 4.02% 4.02%
3 Year 8.85% 6.6% 6.6%
5 Year 9.27% 5.9% 5.9%

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 1.27% 1.55% 1.55%
1 Year 8.12% 6.03% 6.03%
3 Year 9.05% 6.67% 6.67%
5 Year 8.68% 6.19% 6.19%

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 10.93% 7.4% 7.4%
3 Year 9.5% 6.8% 6.8%
5 Year 9.87% 6.74% 6.74%

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 3.44% 3.48% 3.48%
Sharp 1.03% 0.23% 0.23%
Beta 0.64% 0.74% 0.74%
Alpha 0.77% -1.99% -1.99%

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 79.79 84.45 84.45
Large Cap 14.63 13.93 13.93
Mid Cap 2.94 1.62 1.62
Small Cap 2.63 - -

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 77.43 82.17 82.17
Energy 0.76 2.87 2.87
Technology 2.68 2.51 2.51
Industrials 1.52 - -
Basic Materials 1.76 - -
Financial Services 7.52 8.38 8.38
Real Estate 1.04 - -
Healthcare 2.65 - -
Consumer Cyclical 2.26 2.65 2.65
Consumer Defensive 0.97 1.43 1.43
Utilities 0.18 - -
Communication Services 1.22 - -

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