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) | ₹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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