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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) ₹164 Cr ₹27 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 1.12% 1.15%
6 Month 5.05% 4.24%
1 Year 11.38% 8.77%
3 Year 10.62% 8.74%
5 Year 10.59% 9.85%

SIP Return Analysis

Scheme Name DSP Regular Savings Fund- Regular Plan - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month 3.72% 3.59%
1 Year 10.42% 8.75%
3 Year 11.49% 8.98%
5 Year 9.83% 8.62%

Rolling Lumpsum Returns

Scheme Name DSP Regular Savings Fund- Regular Plan - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Year 9.12% 7.67%
3 Year 8.22% 7.96%
5 Year 8.7% 7.63%

Risk Management

Scheme Name DSP Regular Savings Fund- Regular Plan - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Standard Deviation 3.648% 3.55%
Sharp 0.49% -0.011%
Beta 0.967% 1.006%
Alpha 0.847% -0.98%

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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 76.5 81.82
Large Cap 18.87 16.41
Mid Cap 1.17 1.77
Small Cap 3.46 0

Sector Allocation

Scheme Name

DSP Regular Savings Fund- Regular Plan - Growth

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Others 76.46 81.72
Technology 0.88 2.38
Financial Services 10.67 6.99
Healthcare 2.45 0.43
Consumer Cyclical 3.34 1.47
Basic Materials 1.28 1.3
Communication Services 0.58 1.69
Utilities 1.35 -
Industrials 1.04 0.48
Consumer Defensive 1.15 1.53
Energy 0.81 2

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