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) | ₹9859 Cr | ₹271 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 | 1.28% | 1% |
| 6 Month | 4.39% | 1.83% |
| 1 Year | 6.34% | 5.77% |
| 3 Year | 10.13% | 7.31% |
| 5 Year | 11.07% | 7.67% |
SIP Return Analysis
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.72% | 0.11% |
| 1 Year | 6.21% | 4.12% |
| 3 Year | 8.66% | 6.64% |
| 5 Year | 9.13% | 6.41% |
Rolling Lumpsum Returns
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.45% | 7.37% |
| 3 Year | 8.55% | 7.33% |
| 5 Year | 8.47% | 7.97% |
Risk Management
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.34% | 3.58% |
| Sharp | 0.94% | 0.12% |
| Beta | 1.00% | 1.16% |
| Alpha | 0.81% | -2.21% |
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 | 76.48 | 81.58 |
| Large Cap | 8.96 | 17.15 |
| Small Cap | 10.61 | 0.46 |
| Mid Cap | 3.95 | 0.81 |
Sector Allocation
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 75.63 | 81.14 |
| Energy | 1.52 | 1.95 |
| Consumer Cyclical | 1.73 | 1.19 |
| Basic Materials | 5.63 | 0.92 |
| Financial Services | 6.78 | 7.9 |
| Industrials | 5.21 | 1.02 |
| Healthcare | 1.69 | 1.44 |
| Consumer Defensive | 1.82 | 0.84 |
| Technology | - | 2.03 |
| Communication Services | - | 0.79 |
| Utilities | - | 0.77 |
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