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Aditya Birla Sun Life Regular Savings Fund vs SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan compare
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹1389 Cr | ₹27 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 22 May 2004 | 25 Jan 2010 |
| 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% | 252% |
| Expense Ratio | 1.91 | 2.19 |
| Manager | Dhaval Joshi | Dwijendra Srivastava |
| ISIN Code | INF209K01751 | INF903J01HB0 |
| 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 | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.9% | 3.08% |
| 6 Month | 2.13% | 2.15% |
| 1 Year | 10.6% | 8.88% |
| 3 Year | 8.15% | 7.66% |
| 5 Year | 12.23% | 9.63% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.36% | 1.58% |
| 1 Year | 5.9% | 5.04% |
| 3 Year | 8.92% | 7.78% |
| 5 Year | 9.19% | 7.96% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.24% | 7.67% |
| 3 Year | 8.45% | 7.96% |
| 5 Year | 8.94% | 7.63% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.662% | 3.55% |
| Sharp | 0.222% | -0.011% |
| Beta | 0.986% | 1.006% |
| Alpha | -0.122% | -0.98% |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| Name | Dhaval Joshi | Dwijendra Srivastava |
| Total AUM | ₹361932 Cr | ₹14140 Cr |
| Funds Managed | 55 | 14 |
| Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| Others | 79.39 | 81.82 |
| Large Cap | 17 | 16.41 |
| Small Cap | 1.99 | 0 |
| Mid Cap | 1.62 | 1.77 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| Others | 77.14 | 81.72 |
| Energy | 1.48 | 2 |
| Technology | 2.86 | 2.38 |
| Industrials | 1.69 | 0.48 |
| Basic Materials | 1.58 | 1.3 |
| Financial Services | 7.91 | 6.99 |
| Healthcare | 1.45 | 0.43 |
| Real Estate | 1.31 | - |
| Consumer Cyclical | 1.83 | 1.47 |
| Consumer Defensive | 0.89 | 1.53 |
| Utilities | 0.75 | - |
| Communication Services | 1.11 | 1.69 |
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