SBI Conservative Hybrid Fund vs Aditya Birla Sun Life Regular Savings Fund compare
SBI Conservative Hybrid Fund - Regular Plan - Growth
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Chart Comparison
Overview
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Fund | SBI Conservative Hybrid Fund - Regular Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹9977 Cr | ₹1549 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 23 Mar 2001 | 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 | 252% | 149% |
| Expense Ratio | 1.54 | 1.91 |
| Manager | Pradeep Kesavan | Dhaval Joshi |
| ISIN Code | INF200K01859 | INF209K01751 |
| Exits Load | SBI Conservative Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./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 | SBI Conservative Hybrid Fund - Regular Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| 1 Month | -0.85% | -0.36% |
| 6 Month | 2.33% | 2.66% |
| 1 Year | 5.45% | 6.36% |
| 3 Year | 9.6% | 8.83% |
| 5 Year | 9.66% | 9.24% |
SIP Return Analysis
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| 6 Month | 1.09% | 1.27% |
| 1 Year | 7.49% | 8.12% |
| 3 Year | 8.79% | 9.05% |
| 5 Year | 9.15% | 8.68% |
Rolling Lumpsum Returns
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| 1 Year | 8.42% | 10.93% |
| 3 Year | 8.61% | 9.5% |
| 5 Year | 8.5% | 9.87% |
Risk Management
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Standard Deviation | 3.08% | 3.44% |
| Sharp | 1.19% | 1.03% |
| Beta | 0.45% | 0.64% |
| Alpha | 1.8% | 0.77% |
Fund Managers
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Name | Pradeep Kesavan | Dhaval Joshi |
| Total AUM | ₹434274 Cr | ₹361932 Cr |
| Funds Managed | 43 | 55 |
| SBI Conservative Hybrid Fund - Regular Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
Market Cap
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Others | 76.13 | 79.79 |
| Large Cap | 9.12 | 14.63 |
| Mid Cap | 3.92 | 2.94 |
| Small Cap | 10.84 | 2.63 |
Sector Allocation
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
|---|---|---|
| Others | 76.11 | 77.43 |
| Energy | 1.45 | 0.76 |
| Basic Materials | 5.43 | 1.76 |
| Financial Services | 7.35 | 7.52 |
| Industrials | 4.11 | 1.52 |
| Consumer Cyclical | 1.55 | 2.26 |
| Healthcare | 2.08 | 2.65 |
| Consumer Defensive | 1.91 | 0.97 |
| Technology | - | 2.68 |
| Real Estate | - | 1.04 |
| Utilities | - | 0.18 |
| Communication Services | - | 1.22 |
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