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

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

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

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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) ₹9953 Cr ₹1542 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 0.43% 0.25%
6 Month 2.99% 3.22%
1 Year 5.99% 6.68%
3 Year 9.77% 8.92%
5 Year 9.98% 9.66%

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 1.67% 1.65%
1 Year 8.36% 8.75%
3 Year 9.17% 9.31%
5 Year 9.4% 8.88%

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 8.43% 10.93%
3 Year 8.6% 9.5%
5 Year 8.49% 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 3.35% 3.02%
Sharp 0.94% 0.74%
Beta 1.03% 0.94%
Alpha 0.96% 0.28%

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 75.87 77.95
Large Cap 10.92 14.99
Small Cap 10.51 2.8
Mid Cap 2.94 3.52

Sector Allocation

Scheme Name

SBI Conservative Hybrid Fund - Regular Plan - Growth

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

Others 75.87 76.41
Petroleum Products 1.64 0.72
Auto Components 0.29 0.52
Consumer Durables 2.1 1.28
Banks 3.25 5.07
Agricultural, Commercial & Construction Vehicles 0.71 -
Pharmaceuticals & Biotechnology 1.75 1.14
Cement & Cement Products 0.84 0.58
Ferrous Metals 0.56 -
Chemicals & Petrochemicals 0.86 0.21
Construction 1.28 0.4
Personal Products 0.45 0.3
Agricultural Food & other Products 0.26 -
Industrial Products 4.07 0.34
Insurance 1.83 0.47
Textiles & Apparels 0.16 -
Food Products 1.37 0.18
Capital Markets 0.65 -
Leisure Services 0.5 -
Finance 1.8 1.74
IT - Software - 1.83
Non - Ferrous Metals - 1.04
Realty - 1.39
Healthcare Services - 1.53
Retailing - 0.72
Automobiles - 0.77
Diversified FMCG - 0.13
Transport Infrastructure - 0.44
Power - 0.25
Telecom - Services - 1.2
Electrical Equipment - 0.25
Industrial Manufacturing - 0.35

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