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) ₹185 Cr ₹28 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 2.16
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 0.7% 0.6%
6 Month 4.91% 3.44%
1 Year 10.91% 8.24%
3 Year 8.86% 6.68%
5 Year 8.67% 8.25%

SIP Return Analysis

Scheme Name DSP Regular Savings Fund- Regular Plan - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
6 Month - -
1 Year 9.65% 6.63%
3 Year 10.64% 8.17%
5 Year 9.52% 8.56%

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 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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