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) | ₹1539 Cr | ₹178 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 | 1.73% | 1.25% |
| 6 Month | 4.59% | 2.74% |
| 1 Year | 8.13% | 6.98% |
| 3 Year | 9.48% | 10.18% |
| 5 Year | 10.93% | 8.95% |
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 | 1.99% | 1.31% |
| 1 Year | 9.5% | 7.47% |
| 3 Year | 9.78% | 9.79% |
| 5 Year | 9.21% | 9.04% |
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 | 10.24% | 9.14% |
| 3 Year | 8.45% | 8.28% |
| 5 Year | 8.94% | 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 | 3.01% | 3.23% |
| Sharp | 0.78% | 1.01% |
| Beta | 0.92% | 0.96% |
| Alpha | 0.24% | 1.04% |
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 | 80.64 | 83.74 |
| Large Cap | 13.86 | 12.2 |
| Mid Cap | 2.87 | 1.71 |
| Small Cap | 2.63 | 2.35 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
DSP Regular Savings Fund- Regular Plan - Growth |
|---|---|---|
| Others | 78.19 | 83.48 |
| Energy | 0.66 | 0.81 |
| Technology | 2.39 | 1.19 |
| Industrials | 1.42 | 0.58 |
| Basic Materials | 1.76 | 0.55 |
| Financial Services | 6.98 | 6.82 |
| Real Estate | 1.41 | - |
| Healthcare | 2.58 | 2.51 |
| Consumer Cyclical | 2.25 | 1.6 |
| Consumer Defensive | 1.02 | 1.07 |
| Utilities | 0.25 | 1.07 |
| Communication Services | 1.1 | 0.34 |
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