Aditya Birla Sun Life Regular Savings Fund vs HSBC Conservative Hybrid 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 HSBC Conservative Hybrid Fund - Regular 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 HSBC Conservative Hybrid Fund - Regular Growth
Fund Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan HSBC Conservative Hybrid Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹1393 Cr ₹122 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 22 May 2004 24 Feb 2004
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% 27%
Expense Ratio 1.92 2.17
Manager Dhaval Joshi Mahesh A Chhabria
ISIN Code INF209K01751 INF336L01099
Exits Load 1% for redemption within 90 days./365 Nil/365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan HSBC Conservative Hybrid Fund - Regular Growth
1 Month 1% 1.06%
6 Month 7.51% 10.55%
1 Year 12.53% 17.97%
3 Year 8.72% 9.02%
5 Year 9.81% 9.38%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan HSBC Conservative Hybrid Fund - Regular Growth
6 Month - -
1 Year - 8.49%
3 Year - 17.43%
5 Year - 26.97%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan HSBC Conservative Hybrid Fund - Regular Growth
1 Year 10.91% 9.14%
3 Year 9.01% 8.4%
5 Year 9.23% 8.78%

Risk Management

Scheme Name Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan HSBC Conservative Hybrid Fund - Regular Growth
Standard Deviation 3.44% 4.11%
Sharp 0.6% 0.6%
Beta 0.62% 0.81%
Alpha 1.21% 1.4%

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Fund Managers

Scheme Name Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan HSBC Conservative Hybrid Fund - Regular Growth
Name Dhaval Joshi Mahesh A Chhabria
Total AUM ₹361932 Cr ₹15021 Cr
Fund Manage 55 9
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan HSBC Conservative Hybrid Fund - Regular Growth

Market Cap

Scheme Name

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

HSBC Conservative Hybrid Fund - Regular Growth

Others 77.6 78.25
Large Cap 14.95 6.69
Small Cap 3.77 10.03
Mid Cap 3.61 5.03

Sector Allocation

Scheme Name

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

HSBC Conservative Hybrid Fund - Regular Growth

Others 7.08 19.32
Sovereign 37.28 52.63
Financial 35.17 5.81
Technology 1.52 1.93
Construction 4.4 4.94
Metals & Mining 1.53 -
Healthcare 1.81 -
Automobile 1.75 -
Consumer Staples 1.16 -
Services 0.73 2.94
Capital Goods 2.54 11.66
Energy 0.29 -
Consumer Discretionary 0.85 0.77
Communication 2.49 -
Chemicals 0.25 -
Materials 0.71 -
Insurance 0.37 -

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