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

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

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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 Risk	Moderately High Risk
Asset Size (Cr)	₹1389 Cr	₹27 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	2.19
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	0.22%	-0.21%
6 Month	1.57%	0.28%
1 Year	8.6%	5.22%
3 Year	7.32%	6.47%
5 Year	9.34%	7.67%

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month	-	-
1 Year	5.39%	2.75%
3 Year	8.43%	6.97%
5 Year	9.29%	7.72%

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Year	10.24%	7.67%
3 Year	8.45%	7.96%
5 Year	8.94%	7.63%

Scheme Name	Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Standard Deviation	3.635%	3.463%
Sharp	0.445%	0.074%
Beta	0.99%	1.001%
Alpha	0.257%	-1.111%

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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