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) | ₹9784 Cr | ₹1533 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 | -0.39% | -0.16% |
6 Month | 6.19% | 6.16% |
1 Year | 5.2% | 7.7% |
3 Year | 10.12% | 9.11% |
5 Year | 11.24% | 11.05% |
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 | 1.61% | 1.81% |
1 Year | 6.87% | 8.02% |
3 Year | 9.65% | 9.65% |
5 Year | 9.83% | 9.27% |
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 | 3.34% | 3.00% |
Sharp | 1.09% | 0.82% |
Beta | 0.97% | 0.88% |
Alpha | 1.10% | 0.17% |
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 | 77.02 | 80.6 |
Large Cap | 8.01 | 14.11 |
Small Cap | 8.8 | 2.41 |
Mid Cap | 6.17 | 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 | 77.02 | 78.14 |
Energy | 2.2 | 0.68 |
Consumer Cyclical | 2.01 | 1.66 |
Basic Materials | 3.68 | 1.69 |
Financial Services | 7.56 | 7.2 |
Industrials | 3.69 | 1.97 |
Healthcare | 1.88 | 2.64 |
Consumer Defensive | 1.95 | 1.07 |
Technology | - | 2.11 |
Real Estate | - | 1.45 |
Utilities | - | 0.24 |
Communication Services | - | 1.13 |
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