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) | ₹1425 Cr | ₹28 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 | 2.16 |
| 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 |
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.03% | -0.53% |
| 6 Month | 1.7% | 0.88% |
| 1 Year | 9.27% | 6.74% |
| 3 Year | 8.32% | 6.71% |
| 5 Year | 9.5% | 7.99% |
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.26% | 4.25% |
| 3 Year | 8.75% | 7.55% |
| 5 Year | 9.5% | 8.07% |
| 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% |
| 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 | 77.24 | 78.63 |
| Large Cap | 12.32 | 17.53 |
| Small Cap | 6.71 | 0.98 |
| Mid Cap | 3.63 | 2.83 |
| Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
|---|---|---|
| Others | 77.24 | 78.63 |
| Petroleum Products | 0.32 | 2.13 |
| IT - Software | 2.09 | 2.3 |
| Construction | 0.85 | 0.79 |
| Non - Ferrous Metals | 0.6 | - |
| Banks | 4.47 | 6.45 |
| Healthcare Services | 1.13 | - |
| Pharmaceuticals & Biotechnology | 1.1 | 1.19 |
| Realty | 1.59 | - |
| Automobiles | 1.04 | 0.97 |
| Personal Products | 0.38 | - |
| Electrical Equipment | 0.94 | - |
| Insurance | 0.94 | 0.54 |
| Transport Infrastructure | 0.38 | - |
| Oil | 0.28 | - |
| Power | 0.4 | 0.98 |
| Consumer Durables | 1.89 | - |
| Leisure Services | 0.19 | 0.42 |
| Auto Components | 0.72 | 0.37 |
| Industrial Products | 0.58 | - |
| Telecom - Services | 0.92 | 1.56 |
| Chemicals & Petrochemicals | 0.28 | - |
| Finance | 0.27 | - |
| Cement & Cement Products | 0.78 | 0.94 |
| Food Products | 0.27 | - |
| Retailing | 0.25 | - |
| Diversified FMCG | - | 0.71 |
| Agricultural Food & other Products | - | 0.46 |
| Beverages | - | 1.01 |
| Fertilizers & Agrochemicals | - | 0.52 |
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