Link copied to clipboard!

SBI Conservative Hybrid Fund - Regular Plan - Growth

Invest Now

DSP Regular Savings Fund- Regular Plan - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name	SBI Conservative Hybrid Fund - Regular Plan - Growth	DSP Regular Savings Fund- Regular Plan - Growth
Fund	SBI Conservative Hybrid Fund - Regular Plan - Growth	DSP Regular Savings Fund- Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderately High
Asset Size (Cr)	₹9851 Cr	₹184 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	23 Mar 2001	11 Jun 2004
Category	Conservative	Conservative
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 15:85	CRISIL Hybrid 85+15 Conservative TRI
Turn Over	252%	181%
Expense Ratio	1.54	1.11
Manager	Pradeep Kesavan	Kedar Karnik
ISIN Code	INF200K01859	INF740K01441
Exits Load	SBI Conservative Hybrid 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	SBI Conservative Hybrid Fund - Regular Plan - Growth	DSP Regular Savings Fund- Regular Plan - Growth
1 Month	-0.97%	-0.55%
6 Month	0.31%	0.96%
1 Year	6.36%	6.86%
3 Year	9.39%	9.48%
5 Year	9.23%	7.98%

SIP Return Analysis

Scheme Name	SBI Conservative Hybrid Fund - Regular Plan - Growth	DSP Regular Savings Fund- Regular Plan - Growth
6 Month	-0.26%	0.34%
1 Year	3.31%	3.61%
3 Year	7.38%	8.14%
5 Year	8.43%	8.28%

Rolling Lumpsum Returns

Scheme Name	SBI Conservative Hybrid Fund - Regular Plan - Growth	DSP Regular Savings Fund- Regular Plan - Growth
1 Year	8.39%	8.99%
3 Year	8.64%	8.33%
5 Year	8.5%	8.78%

Risk Management

Scheme Name	SBI Conservative Hybrid Fund - Regular Plan - Growth	DSP Regular Savings Fund- Regular Plan - Growth
Standard Deviation	3.08%	3.48%
Sharp	1.14%	1.24%
Beta	0.46%	0.67%
Alpha	1.47%	1.47%

Fund Managers

Scheme Name	SBI Conservative Hybrid Fund - Regular Plan - Growth	DSP Regular Savings Fund- Regular Plan - Growth
Name	Pradeep Kesavan	Kedar Karnik
Total AUM	₹434274 Cr	₹32997 Cr
Funds Managed	43	11
	SBI Conservative Hybrid Fund - Regular Plan - Growth	DSP Regular Savings Fund- Regular Plan - Growth

Market Cap

Scheme Name	SBI Conservative Hybrid Fund - Regular Plan - Growth	DSP Regular Savings Fund- Regular Plan - Growth
Others	77.09	83.57
Large Cap	8.02	12.18
Mid Cap	3.89	1.82
Small Cap	11.01	2.43

Sector Allocation

Scheme Name	SBI Conservative Hybrid Fund - Regular Plan - Growth	DSP Regular Savings Fund- Regular Plan - Growth
Others	76.53	81.22
Energy	1.47	0.87
Consumer Cyclical	1.83	1.64
Basic Materials	5.4	0.74
Industrials	4.19	0.52
Healthcare	2.08	2.44
Consumer Defensive	1.92	1.04
Financial Services	6.6	8.87
Technology	-	1.21
Communication Services	-	0.35
Utilities	-	1.1

Top Comparisons

Kotak Medium Term Fund - Growth

3Y Returns7.83%

VS

Invesco India Medium Duration Fund - Regular - Growth

3Y Returns6.68%

Compare Now

HSBC Conservative Hybrid Fund - Regular Growth

3Y Returns8.96%

VS

Parag Parikh Conservative Hybrid Fund Regular - Growth

3Y Returns10.83%

Compare Now

Motilal Oswal Midcap Fund-Regular Plan-Growth Option

3Y Returns21.94%

VS

HSBC Midcap Fund - Regular Growth

3Y Returns22.69%

Compare Now

Kotak Consumption Fund - Regular (G)

3Y Returns0%

VS

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

3Y Returns14.38%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully