SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan vs DSP Regular Savings Fund compare
DSP Regular Savings Fund- Regular Plan - Growth
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
Chart Comparison
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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