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) | ₹9859 Cr | ₹1539 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 | 0.6% | 1.05% |
6 Month | 4.2% | 5% |
1 Year | 4.96% | 7.24% |
3 Year | 10.2% | 9.61% |
5 Year | 11.13% | 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 | 1.36% | 2.09% |
1 Year | 7.91% | 9.75% |
3 Year | 9.36% | 9.83% |
5 Year | 9.55% | 9.24% |
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 | 8.45% | 10.24% |
3 Year | 8.55% | 8.45% |
5 Year | 8.47% | 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 | 3.34% | 3.01% |
Sharp | 0.94% | 0.78% |
Beta | 1.00% | 0.92% |
Alpha | 0.81% | 0.24% |
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 | 76.48 | 80.64 |
Large Cap | 8.96 | 13.86 |
Small Cap | 10.61 | 2.63 |
Mid Cap | 3.95 | 2.87 |
Sector Allocation
Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
---|---|---|
Others | 75.63 | 78.19 |
Energy | 1.52 | 0.66 |
Consumer Cyclical | 1.73 | 2.25 |
Basic Materials | 5.63 | 1.76 |
Financial Services | 6.78 | 6.98 |
Industrials | 5.21 | 1.42 |
Healthcare | 1.69 | 2.58 |
Consumer Defensive | 1.82 | 1.02 |
Technology | - | 2.39 |
Real Estate | - | 1.41 |
Utilities | - | 0.25 |
Communication Services | - | 1.1 |
Top Comparisons
ICICI Prudential Short Term Fund - Growth Option
3Y Returns7.84%
Tata Short Term Bond Fund -Regular Plan- Growth Option
3Y Returns7.19%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns7.02%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns7.02%
SBI Magnum Gilt Fund - Growth - PF (Regular) Option
3Y Returns7.71%
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns7.18%
Mirae Asset Equity Savings Fund- Regular Plan- Growth
3Y Returns11.57%
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
3Y Returns11.67%