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)	₹179 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	0.34%	0.55%
6 Month	3.58%	1.91%
1 Year	5.59%	2.66%
3 Year	10.35%	7.51%
5 Year	8.86%	8.23%

Scheme Name	DSP Regular Savings Fund- Regular Plan - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
6 Month	0.95%	0.13%
1 Year	6.94%	3.52%
3 Year	9.6%	6.36%
5 Year	8.88%	6.93%

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%

Scheme Name	DSP Regular Savings Fund- Regular Plan - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation	3.23%	3.62%
Sharp	1.01%	0.16%
Beta	0.96%	1.18%
Alpha	1.04%	-2.13%

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	83.82	79.38
Large Cap	12.27	18.29
Small Cap	2.42	-
Mid Cap	1.49	2.32

Scheme Name	DSP Regular Savings Fund- Regular Plan - Growth	Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Others	83.55	78.01
Technology	1.18	2.22
Healthcare	2.55	0.65
Financial Services	6.84	7.54
Consumer Cyclical	1.64	2
Basic Materials	0.57	1.89
Communication Services	0.35	2.16
Utilities	1.05	1.37
Industrials	0.62	0.42
Consumer Defensive	1.09	0.95
Energy	0.56	2.78