Hybrid | Conservative Hybrid Fund
3Y Returns
1.97%
Min SIP
₹100
Min Lumpsum
₹100
Expense Ratio
0.5%
Fund Size
₹207 Cr
Inception Date
31-Dec-12
Fund Manager
Abhishek Singh
Exit Load
Nil.
Interest Rate Sensitivity
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Portfolio Credit Quality
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
23.76%
Debt & Others
76.24%
Market Cap Allocation
Large Cap
17.00%
Mid Cap
2.71%
Small Cap
3.93%
Other Cap
76.36%
Investment Objective
The Objective Of The Scheme Is To Seek To Generate An Attractive Return, Consistent With Prudent Risk, From A Portfolio Which Is Substantially Constituted Of Quality Debt Securities.It Will Also Seek To Generate Capital Appreciation By Investing A Smaller Portion Of Its Corpus In Equity And Equity Related Securities Of The 100 Largest Corporates.The Scheme Will Also Invest A Certain Portion Of Its Corpus In Money Market Securities, In Order To Meet Liquidity Requirements.
Fund House Detail
AMC Name
DSP Investment Managers Private Limited
Scheme Document
https://www.dspim.com/downloads?category=Information%20Documents&sub_category=SID/SAIAddress
Mafatlal Centre,10th Floor, Nariman Point,Mumbai - 400 021
Nippon India Asset Allocator Fof - Direct Plan - Growth
1Y
30.44%
3Y
18.78%
5Y
NA
Kotak Multi Asset Allocator Fund Of Fund - Dynamic - Direct Plan - Growth
1Y
30.09%
3Y
18.69%
5Y
21.79%
Icici Prudential Asset Allocator Fund (Fof) - Direct Plan - Growth
1Y
21.98%
3Y
14.27%
5Y
15.59%
Bank Of India Conservative Hybrid Fund Direct Plan - Growth
1Y
12.42%
3Y
13.63%
5Y
12.57%
Icici Prudential Income Optimizer Fund (Fof) - Direct Plan - Growth
1Y
15.89%
3Y
11.81%
5Y
11.53%
Parag Parikh Conservative Hybrid Fund - Direct Plan Growth
1Y
16.83%
3Y
11.57%
5Y
NA
Kotak Debt Hybrid Fund - Direct Plan - Growth
1Y
18.55%
3Y
10.94%
5Y
12.91%
Hdfc Hybrid Debt Fund - Direct Plan - Growth Option
1Y
16.23%
3Y
10.44%
5Y
11.42%
Sbi Conservative Hybrid Fund Direct Growth
1Y
15.1%
3Y
10.1%
5Y
11.84%
Icici Prudential Regular Savings Fund - Direct Plan - Growth
1Y
15.55%
3Y
9.81%
5Y
10.73%
Hsbc Conservative Hybrid Fund -Growth Direct Plan
1Y
18.59%
3Y
9.36%
5Y
10.4%
Dsp Regular Savings Fund - Direct Plan - Growth
1Y
15.76%
3Y
9.31%
5Y
9.83%
Aditya Birla Sun Life Regular Savings Fund- Monthly Payment-Direct Plan
1Y
14.93%
3Y
9.29%
5Y
10.61%
Aditya Birla Sun Life Regular Savings Fund- Growth-Direct Plan
1Y
14.67%
3Y
9.27%
5Y
10.63%
Uti Regular Savings Fund -Direct Growth Plan-Growth
1Y
16.76%
3Y
9.18%
5Y
10.82%
Franklin India Debt Hybrid Fund - Direct - Plan A Growth
1Y
15.29%
3Y
8.94%
5Y
9.11%
Canara Robeco Conservative Hybrid Fund Direct Growth
1Y
15.17%
3Y
8.75%
5Y
10.66%
Nippon India Hybrid Bond Fund - Direct Growth Plan Growth Option
1Y
10.53%
3Y
8.34%
5Y
5.27%
Sundaram Debt Oriented Hybrid Fund Direct Growth
1Y
13.06%
3Y
7.44%
5Y
9.47%
Navi Regular Saving Fund - Direct Plan Growth
1Y
11.69%
3Y
7.42%
5Y
7.65%
Axis Regular Saver Fund - Direct Plan - Growth Option
1Y
12.68%
3Y
7.07%
5Y
9.53%
Bandhan Regular Savings Fund-Growth-(Direct Plan)
1Y
13.05%
3Y
6.5%
5Y
7.4%
Lic Mf Conservative Hybrid Fund-Direct Plan-Growth
1Y
11.88%
3Y
6.27%
5Y
7.64%
Iti Conservative Hybrid Fund -Direct - Growth
1Y
3.29%
3Y
NA
5Y
NA
Baroda Bnp Paribas Conservative Hybrid Fund Direct Growth
1Y
14.51%
3Y
NA
5Y
NA
Franklin India Life Stage Fund Of Funds - 50S Plus Plan - Direct Growth
1Y
NA
3Y
-100%
5Y
-100%
Franklin India Life Stage Fund Of Funds - 50S Plus Floating Rate Plan - Direct Growth
1Y
NA
3Y
-100%
5Y
-100%
Franklin India Life Stage Fund Of Funds - 40S Plan - Direct Growth
1Y
NA
3Y
-100%
5Y
-100%
BSE Member code: 58371
Wealthzi Investment Advisers (A division of Lime Internet Private Limited)
[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]
[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sanjeev Johari, Email: [email protected]]
[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]
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