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

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

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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)	₹1450 Cr	₹22 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

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Month	0.26%	-0.23%
6 Month	6.41%	3.52%
1 Year	8.13%	4.75%
3 Year	9.32%	7.87%
5 Year	11.33%	8.52%

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
6 Month	3.03%	1.24%
1 Year	9.43%	4.7%
3 Year	10.12%	7.51%
5 Year	9.62%	7.74%

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Year	10.24%	7.65%
3 Year	8.45%	7.91%
5 Year	8.94%	7.78%

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation	3.36%	3.62%
Sharp	1.04%	0.53%
Beta	0.96%	1.11%
Alpha	0.29%	-1.82%

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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

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	78.25	79.84
Large Cap	15.76	18.17
Mid Cap	3.38	1.98
Small Cap	2.62	-

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	75.39	78.72
Energy	0.81	2.48
Technology	2.5	2.2
Industrials	2.48	0.54
Consumer Cyclical	1.83	1.46
Basic Materials	1.88	1.51
Financial Services	8.34	8.04
Healthcare	2.71	0.45
Real Estate	1.36	-
Consumer Defensive	1.14	1.62
Utilities	0.26	1
Communication Services	1.3	1.97