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) | ₹9789 Cr | ₹285 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 | 0.16% | -0.03% |
6 Month | 5.51% | 4.66% |
1 Year | 5.69% | 5.86% |
3 Year | 10.57% | 7.59% |
5 Year | 11.47% | 8.1% |
SIP Return Analysis
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.87% | 1.82% |
1 Year | 7.97% | 6.75% |
3 Year | 10.2% | 8.11% |
5 Year | 10.17% | 7.35% |
Rolling Lumpsum Returns
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.51% | 7.43% |
3 Year | 8.5% | 7.31% |
5 Year | 8.43% | 7.91% |
Risk Management
Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 3.44% | 3.90% |
Sharp | 1.28% | 0.52% |
Beta | 0.98% | 1.18% |
Alpha | 1.13% | -1.98% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 76.61 | 80.68 |
Large Cap | 8.46 | 17.28 |
Small Cap | 8.95 | 1.15 |
Mid Cap | 5.98 | 0.89 |
Sector Allocation
Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 76.61 | 79.18 |
Energy | 2.54 | 2.17 |
Technology | 0 | 2.16 |
Basic Materials | 3.61 | 1.67 |
Financial Services | 7.82 | 8.68 |
Industrials | 3.69 | 0.96 |
Healthcare | 1.71 | 1.25 |
Consumer Cyclical | 2.15 | 1.73 |
Consumer Defensive | 1.88 | 0.69 |
Communication Services | - | 0.79 |
Utilities | - | 0.71 |
Top Comparisons
UTI MMF-Discontinued - Regular Plan -Growth
3Y Returns7.16%
Baroda BNP Paribas Money Market Fund-Regular Plan - Growth
3Y Returns7.08%
BANDHAN Government Securities Fund - IP - Regular Plan - Growth
3Y Returns7.38%
UTI - Gilt Fund - Regular Plan - Growth Option
3Y Returns7.73%
WhiteOak Capital Special Opportunities Fund-Reg (G)
3Y Returns0%
Baroda BNP Paribas Retirement Fund - Reg (G)
3Y Returns0%
Tata Small Cap Fund Regular Growth
3Y Returns25.29%
Quant Small Cap Fund Regular Growth
3Y Returns27.57%