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SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs Aditya Birla Sun Life Regular Savings Fund compare

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tortoise-icon Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

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tortoise-icon SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1389 Cr ₹27 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 1.65% 2.3%
6 Month 3.23% 3.34%
1 Year 10.18% 9.01%
3 Year 8.63% 8.11%
5 Year 12.53% 9.6%

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 2.8% 3.14%
1 Year 8.25% 7.59%
3 Year 9.87% 8.78%
5 Year 9.72% 8.54%

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% 7.67%
3 Year 8.45% 7.96%
5 Year 8.94% 7.63%

Risk Management

Scheme Name Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Standard Deviation 3.662% 3.55%
Sharp 0.222% -0.011%
Beta 0.986% 1.006%
Alpha -0.122% -0.98%

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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 79.39 81.82
Large Cap 17 16.41
Small Cap 1.99 0
Mid Cap 1.62 1.77

Sector Allocation

Scheme Name

Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Others 77.14 81.72
Energy 1.48 2
Technology 2.86 2.38
Industrials 1.69 0.48
Basic Materials 1.58 1.3
Financial Services 7.91 6.99
Healthcare 1.45 0.43
Real Estate 1.31 -
Consumer Cyclical 1.83 1.47
Consumer Defensive 0.89 1.53
Utilities 0.75 -
Communication Services 1.11 1.69

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