Aditya Birla Sun Life Regular Savings Fund vs DSP Regular Savings Fund compare
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
DSP Regular Savings Fund- Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | DSP Regular Savings Fund- Regular Plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | DSP Regular Savings Fund- Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹1549 Cr | ₹180 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 22 May 2004 | 11 Jun 2004 |
| 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% | 181% |
| Expense Ratio | 1.91 | 1.11 |
| Manager | Dhaval Joshi | Kedar Karnik |
| ISIN Code | INF209K01751 | INF740K01441 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | DSP Regular Savings Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.53% | 0.35% |
| 6 Month | 2.17% | 2.25% |
| 1 Year | 7.11% | 7.4% |
| 3 Year | 9.12% | 10.14% |
| 5 Year | 9.22% | 8.32% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | DSP Regular Savings Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.01% | 1.64% |
| 1 Year | 6.9% | 6.98% |
| 3 Year | 8.74% | 9.25% |
| 5 Year | 8.58% | 8.85% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | DSP Regular Savings Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.93% | 9.01% |
| 3 Year | 9.5% | 8.32% |
| 5 Year | 9.87% | 8.79% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | DSP Regular Savings Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.44% | 3.48% |
| Sharp | 1.03% | 1.19% |
| Beta | 0.64% | 0.68% |
| Alpha | 0.77% | 1.34% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | DSP Regular Savings Fund- Regular Plan - Growth |
|---|---|---|
| Name | Dhaval Joshi | Kedar Karnik |
| Total AUM | ₹361932 Cr | ₹32997 Cr |
| Funds Managed | 55 | 11 |
| Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | DSP Regular Savings Fund- Regular Plan - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
DSP Regular Savings Fund- Regular Plan - Growth |
|---|---|---|
| Others | 79.79 | 82.56 |
| Large Cap | 14.63 | 13.16 |
| Mid Cap | 2.94 | 1.82 |
| Small Cap | 2.63 | 2.47 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
DSP Regular Savings Fund- Regular Plan - Growth |
|---|---|---|
| Others | 77.43 | 80.51 |
| Energy | 0.76 | 0.85 |
| Technology | 2.68 | 1.38 |
| Industrials | 1.52 | 0.54 |
| Basic Materials | 1.76 | 0.81 |
| Financial Services | 7.52 | 9.25 |
| Real Estate | 1.04 | - |
| Healthcare | 2.65 | 2.4 |
| Consumer Cyclical | 2.26 | 1.68 |
| Consumer Defensive | 0.97 | 1.06 |
| Utilities | 0.18 | 1.12 |
| Communication Services | 1.22 | 0.39 |
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