DSP Regular Savings Fund vs Aditya Birla Sun Life 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) | ₹1389 Cr | ₹164 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 | 0.47% | 0.39% |
6 Month | 3.51% | 4.22% |
1 Year | 9.12% | 10.17% |
3 Year | 10.55% | 11.4% |
5 Year | 12.14% | 10.03% |
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 | 3.41% | 3.39% |
1 Year | 8.76% | 9.3% |
3 Year | 9.8% | 11.03% |
5 Year | 9.49% | 9.59% |
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% | 9.2% |
3 Year | 8.45% | 8.24% |
5 Year | 8.94% | 8.73% |
Risk Management
Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | DSP Regular Savings Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 3.662% | 3.648% |
Sharp | 0.222% | 0.49% |
Beta | 0.986% | 0.967% |
Alpha | -0.122% | 0.847% |
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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 | 79.39 | 76.5 |
Large Cap | 17 | 18.87 |
Small Cap | 1.99 | 3.46 |
Mid Cap | 1.62 | 1.17 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
DSP Regular Savings Fund- Regular Plan - Growth |
---|---|---|
Others | 77.14 | 76.46 |
Energy | 1.48 | 0.81 |
Technology | 2.86 | 0.88 |
Industrials | 1.69 | 1.04 |
Basic Materials | 1.58 | 1.28 |
Financial Services | 7.91 | 10.67 |
Healthcare | 1.45 | 2.45 |
Real Estate | 1.31 | - |
Consumer Cyclical | 1.83 | 3.34 |
Consumer Defensive | 0.89 | 1.15 |
Utilities | 0.75 | 1.35 |
Communication Services | 1.11 | 0.58 |
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