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 Risk | Moderately High Risk |
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 | -0.09% | -0.21% |
6 Month | 1.15% | 0.28% |
1 Year | 8.6% | 5.22% |
3 Year | 8.21% | 6.47% |
5 Year | 8.02% | 7.67% |
SIP Return Analysis
Scheme Name | DSP Regular Savings Fund- Regular Plan - Growth | SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 5.44% | 3.47% |
3 Year | 9.36% | 7.14% |
5 Year | 8.74% | 7.79% |
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 | 3.653% | 3.463% |
Sharp | 0.512% | 0.074% |
Beta | 0.979% | 1.001% |
Alpha | 0.485% | -1.111% |
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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 |
Fund Manage | 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 | 78.57 | 78.63 |
Large Cap | 15.79 | 17.53 |
Mid Cap | 1.44 | 2.83 |
Small Cap | 4.2 | 0.98 |
Sector Allocation
Scheme Name |
DSP Regular Savings Fund- Regular Plan - Growth |
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth |
---|---|---|
Others | 78.57 | 78.63 |
IT - Software | 1.25 | 2.3 |
Finance | 1.91 | - |
Pharmaceuticals & Biotechnology | 2.29 | 1.19 |
Banks | 6.66 | 6.45 |
Consumer Durables | 0.77 | - |
Chemicals & Petrochemicals | 0.89 | - |
Automobiles | 1.56 | 0.97 |
Telecom - Services | 0.41 | 1.56 |
Insurance | 1.15 | 0.54 |
Diversified FMCG | 1.2 | 0.71 |
Oil | 0.49 | - |
Fertilizers & Agrochemicals | 0.68 | 0.52 |
Diversified | 0.28 | - |
Healthcare Services | 0.1 | - |
Power | 0.69 | 0.98 |
Auto Components | 0.68 | 0.37 |
Commercial Services & Supplies | 0.42 | - |
Petroleum Products | - | 2.13 |
Construction | - | 0.79 |
Cement & Cement Products | - | 0.94 |
Agricultural Food & other Products | - | 0.46 |
Beverages | - | 1.01 |
Leisure Services | - | 0.42 |
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