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) | ₹1531 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 | 0.9% | 0.64% |
6 Month | 6.78% | 4.82% |
1 Year | 6.92% | 5.73% |
3 Year | 8.81% | 9.71% |
5 Year | 10.96% | 9.2% |
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 | 1.98% | 1.03% |
1 Year | 8.62% | 6.99% |
3 Year | 9.56% | 9.84% |
5 Year | 9.1% | 8.97% |
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% | 8.27% |
5 Year | 8.94% | 8.77% |
Risk Management
Scheme Name | Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | DSP Regular Savings Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 3.08% | 3.42% |
Sharp | 0.63% | 0.79% |
Beta | 0.90% | 0.99% |
Alpha | 0.41% | 1.01% |
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 | 81.15 | 85.31 |
Large Cap | 13.91 | 11.24 |
Mid Cap | 2.88 | 1.27 |
Small Cap | 2.07 | 2.18 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
DSP Regular Savings Fund- Regular Plan - Growth |
---|---|---|
Others | 78.75 | 85.08 |
Energy | 0.67 | 0.56 |
Technology | 2.04 | 0.77 |
Industrials | 1.68 | 0.57 |
Basic Materials | 1.68 | 0.56 |
Financial Services | 7.06 | 6.37 |
Real Estate | 1.43 | - |
Healthcare | 2.66 | 2.17 |
Consumer Cyclical | 1.65 | 2.17 |
Consumer Defensive | 1.03 | 0.59 |
Utilities | 0.25 | 0.82 |
Communication Services | 1.1 | 0.33 |
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