SBI Conservative Hybrid Fund - Regular Plan - Growth
DSP Regular Savings Fund- Regular Plan - Growth
Chart Comparison
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 | ₹180 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 | 0.14% | 0.45% |
| 6 Month | 1.54% | 1.82% |
| 1 Year | 6.77% | 7.25% |
| 3 Year | 9.77% | 9.87% |
| 5 Year | 9.25% | 7.99% |
SIP Return Analysis
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | DSP Regular Savings Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.03% | 1.36% |
| 1 Year | 6.27% | 6.02% |
| 3 Year | 8.27% | 8.82% |
| 5 Year | 8.88% | 8.6% |
Rolling Lumpsum Returns
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | DSP Regular Savings Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.4% | 8.99% |
| 3 Year | 8.64% | 8.32% |
| 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 | 76.85 | 83.57 |
| Large Cap | 8.73 | 12.2 |
| Mid Cap | 3.89 | 1.8 |
| Small Cap | 10.52 | 2.44 |
Sector Allocation
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
DSP Regular Savings Fund- Regular Plan - Growth |
|---|---|---|
| Others | 76.84 | 81.56 |
| Energy | 1.45 | 0.84 |
| Consumer Cyclical | 2.09 | 1.62 |
| Basic Materials | 5.19 | 0.78 |
| Industrials | 4.09 | 0.53 |
| Healthcare | 2.04 | 2.4 |
| Consumer Defensive | 1.89 | 1.04 |
| Financial Services | 6.41 | 8.55 |
| Technology | - | 1.21 |
| Communication Services | - | 0.39 |
| Utilities | - | 1.08 |
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