Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

DSP Regular Savings Fund vs SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan compare

Link copied to clipboard!

tortoise-icon DSP Regular Savings Fund- Regular Plan - Growth

Invest Now

tortoise-icon Sundaram Conservative Hybrid Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name DSP Regular Savings Fund- Regular Plan - Growth Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Fund DSP Regular Savings Fund- Regular Plan - Growth Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹178 Cr ₹21 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹250
Min Addl Investment ₹100 ₹500
Launch Date 11 Jun 2004 25 Jan 2010
Category Conservative Conservative
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 85+15 Conservative TRI CRISIL Hybrid 85+15 Conservative TRI
Turn Over 181% 252%
Expense Ratio 1.11 2.19
Manager Kedar Karnik Dwijendra Srivastava
ISIN Code INF740K01441 INF903J01HB0
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name DSP Regular Savings Fund- Regular Plan - Growth Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Month 0.74% 0.81%
6 Month 2.45% 0.02%
1 Year 6.5% 3.54%
3 Year 10.02% 7.16%
5 Year 8.9% 8.27%

SIP Return Analysis

Scheme Name DSP Regular Savings Fund- Regular Plan - Growth Sundaram Conservative Hybrid Fund - Regular Plan - Growth
6 Month 0.43% -0.34%
1 Year 5.33% 1.89%
3 Year 8.96% 5.72%
5 Year 8.55% 6.54%

Rolling Lumpsum Returns

Scheme Name DSP Regular Savings Fund- Regular Plan - Growth Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Year 9.14% 7.53%
3 Year 8.28% 7.93%
5 Year 8.79% 7.95%

Risk Management

Scheme Name DSP Regular Savings Fund- Regular Plan - Growth Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation 3.22% 3.59%
Sharp 0.98% 0.13%
Beta 0.95% 1.17%
Alpha 0.81% -2.37%

Fund Managers

Scheme Name DSP Regular Savings Fund- Regular Plan - Growth Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Name Kedar Karnik Dwijendra Srivastava
Total AUM ₹32997 Cr ₹14140 Cr
Funds Managed 11 14
DSP Regular Savings Fund- Regular Plan - Growth Sundaram Conservative Hybrid Fund - Regular Plan - Growth

Market Cap

Scheme Name

DSP Regular Savings Fund- Regular Plan - Growth

Sundaram Conservative Hybrid Fund - Regular Plan - Growth

Others 83.74 79.45
Large Cap 12.2 18.27
Small Cap 2.35 -
Mid Cap 1.71 2.28

Sector Allocation

Scheme Name

DSP Regular Savings Fund- Regular Plan - Growth

Sundaram Conservative Hybrid Fund - Regular Plan - Growth

Others 83.48 78.08
Technology 1.19 2.14
Healthcare 2.51 0.65
Financial Services 6.82 7.54
Consumer Cyclical 1.6 2.02
Basic Materials 0.55 1.86
Communication Services 0.34 2.16
Utilities 1.07 1.37
Industrials 0.58 0.44
Consumer Defensive 1.07 0.93
Energy 0.81 2.81

Top Comparisons

Invesco India Dynamic Equity Fund - Growth Invesco India Dynamic Equity Fund - Growth

3Y Returns12.88%

VS

HSBC Balanced Advantage Fund - Regular Growth HSBC Balanced Advantage Fund - Regular Growth

3Y Returns11.88%

Compare Now

SBI Flexicap Fund - REGULAR PLAN -Growth Option SBI Flexicap Fund - REGULAR PLAN -Growth Option

3Y Returns12.88%

VS

Axis Flexi Cap Fund - Regular Plan - Growth Axis Flexi Cap Fund - Regular Plan - Growth

3Y Returns14.18%

Compare Now

ITI Multi Cap Fund Regular - Growth ITI Multi Cap Fund Regular - Growth

3Y Returns18.87%

VS

Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

3Y Returns17.74%

VS

Sundaram Value Fund - Regular Plan - Growth Sundaram Value Fund - Regular Plan - Growth

3Y Returns12.85%

Compare Now
Add to Cart Successfully