Aditya Birla Sun Life Regular Savings Fund vs SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan compare

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

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tortoise-icon SUNDARAM 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 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) ₹1393 Cr ₹27 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹250
Min Addl Investment ₹500 ₹500
Launch Date 22 May 2004 01 Mar 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 1.92 2.14
Manager Dhaval Joshi Dwijendra Srivastava
ISIN Code INF209K01751 INF903J01HB0
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 SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Month 63.32% -0.43%
6 Month 63.32% 4.33%
1 Year 63.32% 10.42%
3 Year 8.05% 6.46%
5 Year 8.05% 8.3%

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 Year - -
3 Year - -
5 Year - -

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% 7.64%
3 Year 8.45% 8.12%
5 Year 8.94% 7.37%

Risk Management

Scheme Name Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Standard Deviation 3.44% 4.91%
Sharp 0.6% 0.48%
Beta 0.62% 0.7%
Alpha 1.21% 1.37%

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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
Fund Manage 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 77.6 79.6
Large Cap 14.95 20.4
Small Cap 3.77 -
Mid Cap 3.61 -

Sector Allocation

Scheme Name

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

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Others 7.08 25.17
Sovereign 37.28 53.42
Financial 35.17 8.56
Technology 1.52 1.62
Construction 4.4 2.12
Metals & Mining 1.53 -
Healthcare 1.81 1.98
Automobile 1.75 -
Consumer Staples 1.16 1.75
Services 0.73 0.94
Capital Goods 2.54 -
Energy 0.29 2.26
Consumer Discretionary 0.85 -
Communication 2.49 1.43
Chemicals 0.25 -
Materials 0.71 0.75
Insurance 0.37 -

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