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SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs Aditya Birla Sun Life Regular Savings Fund compare
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹1531 Cr | ₹21 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 22 May 2004 | 25 Jan 2010 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 85+15 Conservative TRI | CRISIL Hybrid 85+15 Conservative TRI |
| Turn Over | 149% | 252% |
| Expense Ratio | 1.91 | 2.19 |
| Manager | Dhaval Joshi | Dwijendra Srivastava |
| ISIN Code | INF209K01751 | INF903J01HB0 |
| Exits Load | 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.9% | 0.63% |
| 6 Month | 6.78% | 3.44% |
| 1 Year | 6.92% | 2.28% |
| 3 Year | 8.81% | 6.83% |
| 5 Year | 10.96% | 8.31% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.98% | -0.1% |
| 1 Year | 8.62% | 2.98% |
| 3 Year | 9.56% | 6.41% |
| 5 Year | 9.1% | 6.98% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.24% | 7.6% |
| 3 Year | 8.45% | 7.99% |
| 5 Year | 8.94% | 7.88% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.08% | 3.72% |
| Sharp | 0.63% | 0.03% |
| Beta | 0.90% | 1.16% |
| Alpha | 0.41% | -1.84% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhaval Joshi | Dwijendra Srivastava |
| Total AUM | ₹361932 Cr | ₹14140 Cr |
| Funds Managed | 55 | 14 |
| Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 81.15 | 79.74 |
| Large Cap | 13.91 | 17.99 |
| Mid Cap | 2.88 | 2.28 |
| Small Cap | 2.07 | - |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
Sundaram Conservative Hybrid Fund - Regular Plan - Growth |
|---|---|---|
| Others | 78.75 | 78.46 |
| Energy | 0.67 | 2.72 |
| Technology | 2.04 | 2.17 |
| Industrials | 1.68 | 0.43 |
| Basic Materials | 1.68 | 1.86 |
| Financial Services | 7.06 | 7.59 |
| Real Estate | 1.43 | - |
| Healthcare | 2.66 | 0.63 |
| Consumer Cyclical | 1.65 | 1.82 |
| Consumer Defensive | 1.03 | 0.93 |
| Utilities | 0.25 | 1.28 |
| Communication Services | 1.1 | 2.11 |
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