Aditya Birla Sun Life Regular Savings Fund vs LIC MF 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 LIC MF CONSERVATIVE HYBRID FUND-Growth

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tortoise-icon LIC MF 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 LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
Fund Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
Investment Plan Growth Growth Growth
Level of Risk Moderately High Moderately High Moderately High
Asset Size (Cr) ₹1425 Cr ₹50 Cr ₹50 Cr
Min Investment ₹500 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 22 May 2004 02 Jun 2003 02 Jun 2003
Category Conservative Conservative Conservative
Fund Type Open Ended Open Ended Open Ended
Benchmark CRISIL Hybrid 85+15 Conservative TRI CRISIL Hybrid 85+15 Conservative TRI CRISIL Hybrid 85+15 Conservative TRI
Turn Over 149% % 51%
Expense Ratio 1.91 2.25 2.25
Manager Dhaval Joshi Pratik Harish Shroff Pratik Harish Shroff
ISIN Code INF209K01751 INF767K01808 INF767K01808
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 LIC MF Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 LIC MF Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
1 Month -0.95% -0.14% -0.14%
6 Month 2.44% 1.82% 1.82%
1 Year 9.37% 8.11% 8.11%
3 Year 8% 5.4% 5.4%
5 Year 9.52% 6.55% 6.55%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
6 Month - - -
1 Year 7.37% 6.34% 6.34%
3 Year 8.95% 7.02% 7.02%
5 Year 9.63% 6.51% 6.51%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
1 Year 10.24% 7.44% 7.44%
3 Year 8.45% 6.87% 6.87%
5 Year 8.94% 6.77% 6.77%

Risk Management

Scheme Name Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
Standard Deviation 3.44% 3.48% 3.48%
Sharp 0.6% -0.48% -0.48%
Beta 0.62% 0.71% 0.71%
Alpha 1.21% -1.97% -1.97%

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Fund Managers

Scheme Name Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
Name Dhaval Joshi Pratik Harish Shroff Pratik Harish Shroff
Total AUM ₹361932 Cr ₹2586 Cr ₹2586 Cr
Fund Manage 55 10 10
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth

Market Cap

Scheme Name

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

LIC MF CONSERVATIVE HYBRID FUND-Growth

LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth

Others 77.24 79.94 79.94
Large Cap 12.32 20.07 20.07
Small Cap 6.71 - -
Mid Cap 3.63 - -

Sector Allocation

Scheme Name

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

LIC MF CONSERVATIVE HYBRID FUND-Growth

LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth

Others 77.24 79.94 79.94
Petroleum Products 0.32 1.24 1.24
IT - Software 2.09 3.73 3.73
Construction 0.85 - -
Non - Ferrous Metals 0.6 - -
Banks 4.47 9.41 9.41
Healthcare Services 1.13 - -
Pharmaceuticals & Biotechnology 1.1 - -
Realty 1.59 - -
Automobiles 1.04 1.81 1.81
Personal Products 0.38 - -
Electrical Equipment 0.94 - -
Insurance 0.94 - -
Transport Infrastructure 0.38 - -
Oil 0.28 - -
Power 0.4 - -
Consumer Durables 1.89 - -
Leisure Services 0.19 - -
Auto Components 0.72 - -
Industrial Products 0.58 - -
Telecom - Services 0.92 - -
Chemicals & Petrochemicals 0.28 - -
Finance 0.27 - -
Cement & Cement Products 0.78 - -
Food Products 0.27 1.73 1.73
Retailing 0.25 - -
Diversified FMCG - 2.15 2.15

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