Aditya Birla Sun Life Regular Savings Fund vs Axis Regular Saver 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 Axis Regular Saver Fund - Regular Plan - Growth Option

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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 Axis Regular Saver Fund - Regular Plan - Growth Option
Fund Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan Axis Regular Saver Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹1393 Cr ₹334 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 22 May 2004 16 Jul 2010
Category Conservative Conservative
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 85+15 Conservative TRI NIFTY 50 Hybrid Composite Debt 15:85
Turn Over 149% 64.15%
Expense Ratio 1.92 2.18
Manager Dhaval Joshi Devang Shah
ISIN Code INF209K01751 INF846K01693
Exits Load 1% for redemption within 90 days./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 months./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan Axis Regular Saver Fund - Regular Plan - Growth Option
1 Month 1% 0.93%
6 Month 7.51% 6.6%
1 Year 12.53% 11.32%
3 Year 8.72% 6.31%
5 Year 9.81% 8.93%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan Axis Regular Saver Fund - Regular Plan - Growth Option
6 Month - -
1 Year - 4.45%
3 Year - 10.56%
5 Year - 20.7%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan Axis Regular Saver Fund - Regular Plan - Growth Option
1 Year 12.05% 8.01%
3 Year 27.33% 17.33%
5 Year 30.81% 22.35%

Risk Management

Scheme Name Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan Axis Regular Saver Fund - Regular Plan - Growth Option
Standard Deviation 3.44% 3.83%
Sharp 0.6% -
Beta 0.62% 0.77%
Alpha 1.21% -1.12%

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Fund Managers

Scheme Name Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan Axis Regular Saver Fund - Regular Plan - Growth Option
Name Dhaval Joshi Devang Shah
Total AUM ₹361932 Cr ₹60014 Cr
Fund Manage 55 15
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan Axis Regular Saver Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

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

Axis Regular Saver Fund - Regular Plan - Growth Option

Others 77.6 76.64
Large Cap 14.95 17.86
Small Cap 3.77 1.54
Mid Cap 3.61 3.95

Sector Allocation

Scheme Name

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

Axis Regular Saver Fund - Regular Plan - Growth Option

Sovereign 37.28 42.91
Financial 35.17 31.83
Others 7.08 3.66
Technology 1.52 3.88
Construction 4.4 0.4
Communication 2.49 -
Consumer Staples 1.16 0.62
Healthcare 1.81 0.88
Metals & Mining 1.53 -
Materials 0.71 -
Automobile 1.75 7.01
Capital Goods 2.54 3.59
Consumer Discretionary 0.85 -
Insurance 0.37 0.41
Services 0.73 1.52
Energy 0.29 1.53
Chemicals 0.25 1.75

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