Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Conservative Hybrid Fund vs Aditya Birla Sun Life Regular Savings Fund compare

Link copied to clipboard!

tortoise-icon SBI Conservative Hybrid Fund - Regular Plan - Growth

Invest Now

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

Invest Now

Chart Comparison

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

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) ₹9787 Cr ₹1531 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 0.82% 0.68%
6 Month 6.54% 6.89%
1 Year 4.48% 6.84%
3 Year 9.66% 8.85%
5 Year 11.06% 10.86%

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 1.84% 1.98%
1 Year 7.7% 8.62%
3 Year 9.57% 9.56%
5 Year 9.67% 9.1%

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 8.48% 10.24%
3 Year 8.53% 8.45%
5 Year 8.45% 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 3.36% 3.08%
Sharp 0.86% 0.63%
Beta 0.96% 0.90%
Alpha 1.26% 0.41%

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 77.7 81.15
Large Cap 8.03 13.91
Small Cap 8.62 2.07
Mid Cap 5.66 2.88

Sector Allocation

Scheme Name

SBI Conservative Hybrid Fund - Regular Plan - Growth

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

Others 76.86 78.75
Energy 2.18 0.67
Consumer Cyclical 1.88 1.65
Basic Materials 3.77 1.68
Financial Services 7.18 7.06
Industrials 4.49 1.68
Healthcare 1.76 2.66
Consumer Defensive 1.88 1.03
Technology - 2.04
Real Estate - 1.43
Utilities - 0.25
Communication Services - 1.1

Top Comparisons

ICICI Prudential Retirement Fund - Pure Equity - Growth Option ICICI Prudential Retirement Fund - Pure Equity - Growth Option

3Y Returns22.52%

VS

SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth

3Y Returns11.8%

Compare Now

ICICI Prudential All Seasons Bond Fund - Growth ICICI Prudential All Seasons Bond Fund - Growth

3Y Returns7.62%

VS

Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth

3Y Returns6.76%

Compare Now

Tata Large & Mid Cap Fund- Regular Plan - Growth Option Tata Large & Mid Cap Fund- Regular Plan - Growth Option

3Y Returns13.27%

VS

LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund Regular-Growth

3Y Returns14.91%

Compare Now

BANDHAN Government Securities Fund - Constant Maturity Plan - Regular Plan - Growth BANDHAN Government Securities Fund - Constant Maturity Plan - Regular Plan - Growth

3Y Returns8.1%

VS

SBI Magnum Constant Maturity Fund - Regular Plan - Growth SBI Magnum Constant Maturity Fund - Regular Plan - Growth

3Y Returns7.75%

Compare Now
Add to Cart Successfully