Parag Parikh Conservative Hybrid Fund Regular vs Aditya Birla Sun Life Regular Savings Fund compare
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Parag Parikh Conservative Hybrid Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Parag Parikh Conservative Hybrid Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹1539 Cr | ₹3074 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 22 May 2004 | 26 May 2021 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI |
| Turn Over | 149% | % |
| Expense Ratio | 1.91 | 0.65 |
| Manager | Dhaval Joshi | Rajeev Thakkar |
| ISIN Code | INF209K01751 | INF879O01209 |
| 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 | Parag Parikh Conservative Hybrid 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 | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| 1 Month | 1.3% | 0.59% |
| 6 Month | 4.53% | 3.39% |
| 1 Year | 7.93% | 7.42% |
| 3 Year | 9.31% | 11.85% |
| 5 Year | 10.77% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.14% | 1.8% |
| 1 Year | 9.51% | 8.23% |
| 3 Year | 9.67% | 10.69% |
| 5 Year | 9.13% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| 1 Year | 10.24% | 9.94% |
| 3 Year | 8.45% | 11.23% |
| 5 Year | 8.94% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 3.02% | 3.09% |
| Sharp | 0.81% | 1.53% |
| Beta | 0.92% | 0.80% |
| Alpha | 0.21% | 2.72% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Name | Dhaval Joshi | Rajeev Thakkar |
| Total AUM | ₹361932 Cr | ₹0 Cr |
| Funds Managed | 55 | 5 |
| Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Parag Parikh Conservative Hybrid Fund Regular - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Others | 80.64 | 90.11 |
| Large Cap | 13.86 | 7 |
| Mid Cap | 2.87 | 2.05 |
| Small Cap | 2.63 | 0.85 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
Parag Parikh Conservative Hybrid Fund Regular - Growth |
|---|---|---|
| Others | 78.19 | 80.33 |
| Energy | 0.66 | 4.05 |
| Technology | 2.39 | 0 |
| Industrials | 1.42 | 0 |
| Basic Materials | 1.76 | 0 |
| Financial Services | 6.98 | 1.04 |
| Real Estate | 1.41 | 9.78 |
| Healthcare | 2.58 | - |
| Consumer Cyclical | 2.25 | 0.85 |
| Consumer Defensive | 1.02 | 1.98 |
| Utilities | 0.25 | 1.98 |
| Communication Services | 1.1 | - |
Top Comparisons
DSP Large Cap Fund - Regular Plan - Growth
3Y Returns17.19%
LIC MF Large Cap Fund-Growth
3Y Returns11.69%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns7.01%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns7.01%
HDFC Gilt Fund - Growth Plan
3Y Returns7.39%
DSP Gilt Fund - Regular Plan - Growth
3Y Returns7.46%
Franklin India Banking & PSU Debt Fund - Growth
3Y Returns7.65%
Mirae Asset Banking and PSU Fund Regular Growth Plan
3Y Returns7.27%