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) | ₹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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