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) | ₹1450 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 | 0.17% | 0.03% |
6 Month | 6.17% | 5.26% |
1 Year | 7.99% | 7.13% |
3 Year | 9.3% | 10.24% |
5 Year | 11.31% | 9.3% |
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 | 3.03% | 2.28% |
1 Year | 9.43% | 8.4% |
3 Year | 10.12% | 10.77% |
5 Year | 9.62% | 9.51% |
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 | 3.36% | 3.44% |
Sharp | 1.04% | 1.21% |
Beta | 0.96% | 0.97% |
Alpha | 0.29% | 0.85% |
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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 | 78.25 | 85.98 |
Large Cap | 15.76 | 10.51 |
Mid Cap | 3.38 | 1.35 |
Small Cap | 2.62 | 2.16 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan |
DSP Regular Savings Fund- Regular Plan - Growth |
---|---|---|
Others | 75.39 | 85.72 |
Energy | 0.81 | 0.62 |
Technology | 2.5 | 0.49 |
Industrials | 2.48 | 0.67 |
Consumer Cyclical | 1.83 | 2.22 |
Basic Materials | 1.88 | 0.6 |
Financial Services | 8.34 | 6.19 |
Healthcare | 2.71 | 1.86 |
Real Estate | 1.36 | - |
Consumer Defensive | 1.14 | 0.61 |
Utilities | 0.26 | 0.86 |
Communication Services | 1.3 | 0.18 |
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