SBI Conservative Hybrid Fund vs Axis Regular Saver Fund compare
SBI Conservative Hybrid Fund - Regular Plan - Growth
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Conservative Hybrid Fund - Regular Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹9787 Cr | ₹276 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 23 Mar 2001 | 16 Jul 2010 |
Category | Conservative | Conservative |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 | NIFTY 50 Hybrid Composite Debt 15:85 |
Turn Over | 252% | 64.15% |
Expense Ratio | 1.54 | 2.2 |
Manager | Pradeep Kesavan | Devang Shah |
ISIN Code | INF200K01859 | INF846K01693 |
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 | Axis Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.82% | 0.35% |
6 Month | 6.54% | 4.8% |
1 Year | 4.48% | 3.76% |
3 Year | 9.66% | 6.81% |
5 Year | 11.06% | 7.76% |
SIP Return Analysis
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.84% | 0.69% |
1 Year | 7.7% | 5.57% |
3 Year | 9.57% | 7.33% |
5 Year | 9.67% | 6.8% |
Rolling Lumpsum Returns
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.48% | 7.41% |
3 Year | 8.53% | 7.35% |
5 Year | 8.45% | 8.03% |
Risk Management
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 3.36% | 3.67% |
Sharp | 0.86% | -0.02% |
Beta | 0.96% | 1.13% |
Alpha | 1.26% | -1.97% |
Fund Managers
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Devang Shah |
Total AUM | ₹434274 Cr | ₹60014 Cr |
Funds Managed | 43 | 15 |
SBI Conservative Hybrid Fund - Regular Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 77.7 | 81.14 |
Large Cap | 8.03 | 17.29 |
Small Cap | 8.62 | 0.74 |
Mid Cap | 5.66 | 0.83 |
Sector Allocation
Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 76.86 | 80.59 |
Energy | 2.18 | 2.08 |
Consumer Cyclical | 1.88 | 1.42 |
Basic Materials | 3.77 | 1.22 |
Financial Services | 7.18 | 7.8 |
Industrials | 4.49 | 0.99 |
Healthcare | 1.76 | 1.56 |
Consumer Defensive | 1.88 | 0.79 |
Technology | - | 2.03 |
Communication Services | - | 0.76 |
Utilities | - | 0.75 |
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