Axis Regular Saver Fund vs SBI Conservative Hybrid Fund compare

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tortoise-icon SBI Conservative Hybrid Fund - Regular Plan - Growth

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tortoise-icon Axis Conservative Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Fund SBI Conservative Hybrid Fund - Regular Plan - Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹10076 Cr ₹299 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 23 Mar 2001 16 Jul 2010
Category Conservative Conservative
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite Debt 15:85 NIFTY 50 Hybrid Composite Debt 15:85
Turn Over 252% 64.15%
Expense Ratio 1.12 2.2
Manager Pradeep Kesavan Devang Shah
ISIN Code INF200K01859 INF846K01693
Exits Load SBI Conservative Hybrid 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 SBI Conservative Hybrid Fund - Regular Plan - Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month -0.84% -0.1%
6 Month 0.88% 1.17%
1 Year 9.25% 7.38%
3 Year 8.78% 5.2%
5 Year 10.7% 7.87%

SIP Return Analysis

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 5.52% 4.84%
3 Year 9.92% 6.87%
5 Year 10.47% 7.08%

Rolling Lumpsum Returns

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 8.46% 7.33%
3 Year 8.42% 7.39%
5 Year 8.34% 7.62%

Risk Management

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 3.08% 3.83%
Sharp 1.21% -
Beta 0.52% 0.77%
Alpha 3.14% -1.12%

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Fund Managers

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Name Pradeep Kesavan Devang Shah
Total AUM ₹434274 Cr ₹60014 Cr
Fund Manage 43 15
SBI Conservative Hybrid Fund - Regular Plan - Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Conservative Hybrid Fund - Regular Plan - Growth

Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Others 76.36 77.44
Large Cap 7.42 18.78
Small Cap 12.74 1.48
Mid Cap 3.48 2.3

Sector Allocation

Scheme Name

SBI Conservative Hybrid Fund - Regular Plan - Growth

Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Others 76.36 77.44
Petroleum Products 0.49 1.44
IT - Software 2.08 2.5
Industrial Manufacturing 0.9 -
Capital Markets 1 -
Banks 3.41 5.57
Cement & Cement Products 0.55 -
Pharmaceuticals & Biotechnology 0.92 1.62
Auto Components 1.32 1.51
Consumer Durables 1.2 -
Chemicals & Petrochemicals 1.09 0.32
Transport Infrastructure 0.74 -
Personal Products 0.51 -
Agricultural Food & other Products 0.69 -
Industrial Products 2.91 -
Insurance 0.41 0.97
Diversified FMCG 0.36 0.45
Electrical Equipment 0.4 -
Construction 0.88 0.44
Finance 1.56 3.54
Textiles & Apparels 0.7 -
Transport Services 0.32 -
Food Products 0.73 0.54
Leisure Services 0.47 -
Automobiles - 1.54
Retailing - 0.41
Fertilizers & Agrochemicals - 1.26
Telecom - Services - 0.44
Commercial Services & Supplies - 0.01

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