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
| 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 | ₹1000 | ₹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 |
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| 1 Month | 1% | 0.72% |
| 6 Month | 7.51% | 5.42% |
| 1 Year | 12.53% | 11.21% |
| 3 Year | 8.72% | 8.97% |
| 5 Year | 9.81% | 9.1% |
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | 4.59% |
| 3 Year | - | 12.61% |
| 5 Year | - | 23.66% |
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.05% | 8.28% |
| 3 Year | 27.33% | 19.96% |
| 5 Year | 30.81% | 25.47% |
| 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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| 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 |
| 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 | - |
| 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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