Axis Regular Saver Fund vs Aditya Birla Sun Life Regular Savings Fund compare
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹1389 Cr | ₹267 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 22 May 2004 | 16 Jul 2010 |
Category | Conservative | Conservative |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 85+15 Conservative TRI | NIFTY 50 Hybrid Composite Debt 15:85 |
Turn Over | 149% | 64.15% |
Expense Ratio | 1.91 | 2.2 |
Manager | Dhaval Joshi | Devang Shah |
ISIN Code | INF209K01751 | INF846K01693 |
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 | Axis Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.48% | 2.84% |
6 Month | 1.06% | 0.18% |
1 Year | 9.5% | 7.9% |
3 Year | 7.83% | 6.19% |
5 Year | 12.4% | 9.3% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.34% | 1.82% |
1 Year | 6.29% | 5.87% |
3 Year | 9.17% | 7.81% |
5 Year | 9.5% | 7.34% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 10.24% | 7.4% |
3 Year | 8.45% | 7.34% |
5 Year | 8.94% | 7.81% |
Risk Management
Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 3.662% | 4.135% |
Sharp | 0.222% | -0.202% |
Beta | 0.986% | 1.16% |
Alpha | -0.122% | -1.912% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhaval Joshi | Devang Shah |
Total AUM | ₹361932 Cr | ₹60014 Cr |
Funds Managed | 55 | 15 |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 79.39 | 78.03 |
Large Cap | 17 | 20.05 |
Small Cap | 1.99 | 1.13 |
Mid Cap | 1.62 | 0.79 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
Axis Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 77.14 | 78.03 |
Energy | 1.48 | 1.82 |
Technology | 2.86 | 2.74 |
Industrials | 1.69 | 0.58 |
Basic Materials | 1.58 | 1.48 |
Financial Services | 7.91 | 10.09 |
Healthcare | 1.45 | 1.69 |
Real Estate | 1.31 | - |
Consumer Cyclical | 1.83 | 2.12 |
Consumer Defensive | 0.89 | 0.72 |
Utilities | 0.75 | - |
Communication Services | 1.11 | 0.73 |
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