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

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

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

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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 -0.31% -1%
6 Month 5.43% 3.14%
1 Year 6.94% 3.69%
3 Year 9.81% 7.15%
5 Year 9.12% 8.28%

SIP Return Analysis

Scheme Name DSP Regular Savings Fund- Regular Plan - Growth Sundaram Conservative Hybrid Fund - Regular Plan - Growth
6 Month 1.23% -0.08%
1 Year 6.71% 2.38%
3 Year 10.01% 6.5%
5 Year 9.06% 7.11%

Rolling Lumpsum Returns

Scheme Name DSP Regular Savings Fund- Regular Plan - Growth Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Year 9.2% 7.6%
3 Year 8.27% 7.99%
5 Year 8.77% 7.88%

Risk Management

Scheme Name DSP Regular Savings Fund- Regular Plan - Growth Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation 3.33% 3.57%
Sharp 1.01% 0.31%
Beta 0.97% 1.13%
Alpha 0.82% -1.83%

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 85.58 78.77
Large Cap 10.87 18.89
Small Cap 2.2 -
Mid Cap 1.34 2.33

Sector Allocation

Scheme Name

DSP Regular Savings Fund- Regular Plan - Growth

Sundaram Conservative Hybrid Fund - Regular Plan - Growth

Others 85.35 77.49
Technology 0.62 2.2
Healthcare 2.12 0.59
Financial Services 6.41 8.24
Consumer Cyclical 2.16 1.8
Basic Materials 0.61 1.93
Communication Services 0.15 2.15
Utilities 0.82 1.28
Industrials 0.6 0.43
Consumer Defensive 0.59 1.08
Energy 0.58 2.83

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