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SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs DSP Regular Savings Fund 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) ₹184 Cr ₹20 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% -0.69%
6 Month 0.99% -0.36%
1 Year 7.01% 3.92%
3 Year 9.55% 6.73%
5 Year 7.95% 7.23%

SIP Return Analysis

Scheme Name DSP Regular Savings Fund- Regular Plan - Growth Sundaram Conservative Hybrid Fund - Regular Plan - Growth
6 Month 0.97% 0.44%
1 Year 5.23% 2.41%
3 Year 8.59% 5.47%
5 Year 8.49% 6.36%

Rolling Lumpsum Returns

Scheme Name DSP Regular Savings Fund- Regular Plan - Growth Sundaram Conservative Hybrid Fund - Regular Plan - Growth
1 Year 8.99% 7.31%
3 Year 8.33% 7.75%
5 Year 8.78% 7.97%

Risk Management

Scheme Name DSP Regular Savings Fund- Regular Plan - Growth Sundaram Conservative Hybrid Fund - Regular Plan - Growth
Standard Deviation 3.48% 4.91%
Sharp 1.24% 0.36%
Beta 0.67% 0.8%
Alpha 1.47% -1.71%

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 83.57 77.68
Large Cap 12.18 19.98
Small Cap 2.43 -
Mid Cap 1.82 2.34

Sector Allocation

Scheme Name

DSP Regular Savings Fund- Regular Plan - Growth

Sundaram Conservative Hybrid Fund - Regular Plan - Growth

Others 81.22 77.68
Technology 1.21 3.12
Financial Services 8.87 7.79
Healthcare 2.44 0.69
Consumer Cyclical 1.64 1.92
Basic Materials 0.74 1.26
Communication Services 0.35 2.54
Utilities 1.1 -
Industrials 0.52 1.06
Consumer Defensive 1.04 0.57
Energy 0.87 3.37

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