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) | ₹9761 Cr | ₹1389 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 | 1.02% | 0.73% |
6 Month | 2.58% | 2.87% |
1 Year | 7% | 8.89% |
3 Year | 11.19% | 10.18% |
5 Year | 12.11% | 12.06% |
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 | 3.52% | 3.41% |
1 Year | 7.28% | 8.76% |
3 Year | 10.22% | 9.8% |
5 Year | 10.18% | 9.49% |
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 | 8.51% | 10.24% |
3 Year | 8.5% | 8.45% |
5 Year | 8.43% | 8.94% |
Risk Management
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|
Standard Deviation | 3.514% | 3.662% |
Sharp | 0.648% | 0.222% |
Beta | 0.906% | 0.986% |
Alpha | 1.401% | -0.122% |
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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 | 79.59 | 79.39 |
Large Cap | 8.47 | 17 |
Small Cap | 9.61 | 1.99 |
Mid Cap | 2.32 | 1.62 |
Sector Allocation
Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|
Others | 79.59 | 77.14 |
Energy | 0.47 | 1.48 |
Technology | 2.54 | 2.86 |
Industrials | 3.51 | 1.69 |
Financial Services | 7.63 | 7.91 |
Healthcare | 0.74 | 1.45 |
Consumer Cyclical | 2.57 | 1.83 |
Basic Materials | 1.26 | 1.58 |
Consumer Defensive | 1.68 | 0.89 |
Real Estate | - | 1.31 |
Utilities | - | 0.75 |
Communication Services | - | 1.11 |
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