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) ₹173 Cr ₹27 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹250
Min Addl Investment ₹100 ₹500
Launch Date 11 Jun 2004 01 Mar 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 1.1 2.14
Manager Kedar Karnik Dwijendra Srivastava
ISIN Code INF740K01441 INF903J01HB0
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name DSP Regular Savings Fund- Regular Plan - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Month -0.72% -0.98%
6 Month 5.87% 4.24%
1 Year 13.21% 10.15%
3 Year 8.42% 6.23%
5 Year 8.5% 8.24%

SIP Return Analysis

Scheme Name DSP Regular Savings Fund- Regular Plan - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month - -
1 Year 11.97% 8.99%
3 Year 11.07% 8.62%
5 Year 9.74% 8.84%

Rolling Lumpsum Returns

Scheme Name DSP Regular Savings Fund- Regular Plan - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
1 Year 9.01% 7.64%
3 Year 8.2% 8.12%
5 Year 8.73% 7.37%

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 0.45% 0.48%
Beta 0.66% 0.7%
Alpha 0.72% 1.37%

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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 75.86 79.6
Large Cap 17.34 20.4
Small Cap 3.64 -
Mid Cap 3.16 -

Sector Allocation

Scheme Name

DSP Regular Savings Fund- Regular Plan - Growth

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

Others 2.32 25.17
Sovereign 32.77 53.42
Construction 0.18 2.12
Financial 37.72 8.56
Healthcare 3.45 1.98
Materials 0.29 0.75
Chemicals 2.01 -
Metals & Mining 0.6 -
Automobile 2.03 -
Communication 0.56 1.43
Insurance 1.55 -
Consumer Staples 1.37 1.75
Energy 13.6 2.26
Technology 1.35 1.62
Services 0.2 0.94

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