Aditya Birla Sun Life Regular Savings Fund vs SBI Conservative Hybrid Fund compare

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tortoise-icon SBI Conservative Hybrid Fund - Regular Plan - Growth

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Fund SBI Conservative Hybrid Fund - Regular Plan - Growth Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹10076 Cr ₹1425 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹500
Launch Date 23 Mar 2001 22 May 2004
Category Conservative Conservative
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite Debt 15:85 CRISIL Hybrid 85+15 Conservative TRI
Turn Over 252% 149%
Expense Ratio 1.12 1.91
Manager Pradeep Kesavan Dhaval Joshi
ISIN Code INF200K01859 INF209K01751
Exits Load SBI Conservative Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 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

Trailing Lumpsum Returns

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
1 Month 0.5% 64.06%
6 Month 3.27% 64.06%
1 Year 11.58% 64.06%
3 Year 9.3% 8.02%
5 Year 11.18% 8.02%

SIP Return Analysis

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
6 Month - -
1 Year 8.86% 10243.1%
3 Year 10.95% 10243.1%
5 Year 11.16% 10243.1%

Rolling Lumpsum Returns

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
1 Year 8.46% 10.24%
3 Year 8.42% 8.45%
5 Year 8.34% 8.94%

Risk Management

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Standard Deviation 3.08% 3.44%
Sharp 1.21% 0.6%
Beta 0.52% 0.62%
Alpha 3.14% 1.21%

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Fund Managers

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Name Pradeep Kesavan Dhaval Joshi
Total AUM ₹434274 Cr ₹361932 Cr
Fund Manage 43 55
SBI Conservative Hybrid Fund - Regular Plan - Growth Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

Market Cap

Scheme Name

SBI Conservative Hybrid Fund - Regular Plan - Growth

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

Others 76.36 77.24
Large Cap 7.42 12.32
Small Cap 12.74 6.71
Mid Cap 3.48 3.63

Sector Allocation

Scheme Name

SBI Conservative Hybrid Fund - Regular Plan - Growth

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

Others 76.36 77.24
Petroleum Products 0.49 0.32
IT - Software 2.08 2.09
Industrial Manufacturing 0.9 -
Capital Markets 1 -
Banks 3.41 4.47
Cement & Cement Products 0.55 0.78
Pharmaceuticals & Biotechnology 0.92 1.1
Auto Components 1.32 0.72
Consumer Durables 1.2 1.89
Chemicals & Petrochemicals 1.09 0.28
Transport Infrastructure 0.74 0.38
Personal Products 0.51 0.38
Agricultural Food & other Products 0.69 -
Industrial Products 2.91 0.58
Insurance 0.41 0.94
Diversified FMCG 0.36 -
Electrical Equipment 0.4 0.94
Construction 0.88 0.85
Finance 1.56 0.27
Textiles & Apparels 0.7 -
Transport Services 0.32 -
Food Products 0.73 0.27
Leisure Services 0.47 0.19
Non - Ferrous Metals - 0.6
Healthcare Services - 1.13
Realty - 1.59
Automobiles - 1.04
Oil - 0.28
Power - 0.4
Telecom - Services - 0.92
Retailing - 0.25

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