Aditya Birla Sun Life Regular Savings Fund vs HSBC Conservative Hybrid Fund compare
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
HSBC Conservative Hybrid Fund - Regular Growth
Chart Comparison
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) | ₹1389 Cr | ₹151 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 | NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index |
Turn Over | 149% | 27% |
Expense Ratio | 1.91 | 2.17 |
Manager | Dhaval Joshi | Mahesh A Chhabria |
ISIN Code | INF209K01751 | INF336L01099 |
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 | HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
1 Month | 2.48% | 3.49% |
6 Month | 1.06% | -0.79% |
1 Year | 9.5% | 9.83% |
3 Year | 7.83% | 8.26% |
5 Year | 12.4% | 9.97% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
6 Month | 1.34% | -0.46% |
1 Year | 6.29% | 2.96% |
3 Year | 9.17% | 10.03% |
5 Year | 9.5% | 8.9% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
1 Year | 10.24% | 9.26% |
3 Year | 8.45% | 8.41% |
5 Year | 8.94% | 8.8% |
Risk Management
Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
Standard Deviation | 3.662% | 4.639% |
Sharp | 0.222% | 0.397% |
Beta | 0.986% | 1.191% |
Alpha | -0.122% | 0.18% |
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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 |
Funds Managed | 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 | 79.39 | 78.18 |
Large Cap | 17 | 9.58 |
Small Cap | 1.99 | 6.48 |
Mid Cap | 1.62 | 5.77 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
HSBC Conservative Hybrid Fund - Regular Growth |
---|---|---|
Others | 77.14 | 78.18 |
Energy | 1.48 | - |
Technology | 2.86 | 1.23 |
Industrials | 1.69 | 10.75 |
Basic Materials | 1.58 | 0.64 |
Financial Services | 7.91 | 1.2 |
Healthcare | 1.45 | 0.59 |
Real Estate | 1.31 | 0.88 |
Consumer Cyclical | 1.83 | 6.53 |
Consumer Defensive | 0.89 | - |
Utilities | 0.75 | - |
Communication Services | 1.11 | - |
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