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) | ₹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 | 1.74% | 1.33% |
6 Month | 4.66% | 4.43% |
1 Year | 10.76% | 8.97% |
3 Year | 10.05% | 8.99% |
5 Year | 13.01% | 10.02% |
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 | 3.67% | 3.59% |
1 Year | 9.89% | 8.75% |
3 Year | 10.29% | 8.98% |
5 Year | 9.85% | 8.62% |
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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