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

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DSP Regular Savings Fund- Regular Plan - Growth

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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)	₹180 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

Scheme Name	DSP Regular Savings Fund- Regular Plan - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Month	0.81%	0.77%
6 Month	2.21%	0.63%
1 Year	6.37%	3.37%
3 Year	9.78%	6.88%
5 Year	8.38%	7.88%

Scheme Name	DSP Regular Savings Fund- Regular Plan - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
6 Month	1.58%	1.24%
1 Year	7.35%	4.65%
3 Year	9.39%	6.4%
5 Year	8.87%	6.91%

Scheme Name	DSP Regular Savings Fund- Regular Plan - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Year	9.02%	7.35%
3 Year	8.31%	7.82%
5 Year	8.8%	8.01%

Scheme Name	DSP Regular Savings Fund- Regular Plan - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation	3.21%	3.55%
Sharp	0.93%	0.06%
Beta	0.97%	1.18%
Alpha	0.95%	-2.26%

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

Scheme Name	DSP Regular Savings Fund- Regular Plan - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	81.5	78.57
Large Cap	12.73	19.09
Small Cap	4.51	-
Mid Cap	1.26	2.34

Scheme Name	DSP Regular Savings Fund- Regular Plan - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	80.67	78.57
IT - Software	1.32	2.31
Insurance	2.65	-
Pharmaceuticals & Biotechnology	1.91	0.67
Banks	5.51	7.64
Consumer Durables	0.6	-
Chemicals & Petrochemicals	0.33	-
Transport Infrastructure	0.83	-
Automobiles	0.74	1.24
Telecom - Services	0.35	2.4
Gas	0.87	-
Finance	0.51	-
IT - Services	0.3	-
Diversified FMCG	1.11	-
Oil	0.33	-
Healthcare Services	0.45	-
Power	0.7	-
Auto Components	0.56	-
Commercial Services & Supplies	0.26	-
Petroleum Products	-	3.08
Construction	-	0.49
Cement & Cement Products	-	1.36
Aerospace & Defense	-	0.57
Agricultural Food & other Products	-	0.53
Fertilizers & Agrochemicals	-	0.56
Leisure Services	-	0.58