Aditya Birla Sun Life Medium Term Plan vs DSP Bond Fund compare

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tortoise-icon Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

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tortoise-icon DSP Bond Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan DSP Bond Fund - Growth
Fund Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan DSP Bond Fund - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹1861 Cr ₹380 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 25 Mar 2009 29 Apr 1997
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Medium Duration Fund CIII Index CRISIL Medium Duration Fund BIII Index
Turn Over 78% 78%
Expense Ratio 1.58 0.77
Manager Dhaval Joshi Vivekanand Ramakrishnan
ISIN Code INF209K01603 INF740K01557
Exits Load For units in excess of 15% of the investment, exit load of 2% if redeemed within 1 year, 1% if redeemed after 1 year but within 2 years./365 Nil/365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan DSP Bond Fund - Growth
1 Month 0.74% 0.68%
6 Month 6.74% 4.31%
1 Year 11.09% 8.39%
3 Year 13.71% 5.79%
5 Year 11.25% 6.08%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan DSP Bond Fund - Growth
6 Month - -
1 Year 10.87% 7.07%
3 Year 11.04% 6.74%
5 Year 11.79% 5.95%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan DSP Bond Fund - Growth
1 Year 9.16% 6.91%
3 Year 9.83% 6.81%
5 Year 8.69% 6.66%

Risk Management

Scheme Name Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan DSP Bond Fund - Growth
Standard Deviation 9.4% 1.53%
Sharp 0.71% -0.25%
Beta 1.35% 0.78%
Alpha 6.74% -0.35%

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Fund Managers

Scheme Name Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan DSP Bond Fund - Growth
Name Dhaval Joshi Vivekanand Ramakrishnan
Total AUM ₹361932 Cr ₹3101 Cr
Fund Manage 55 3
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan DSP Bond Fund - Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

DSP Bond Fund - Growth

Others 95.21 100
Mid Cap 0.6 -
Small Cap 4.23 -

Sector Allocation

Scheme Name

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

DSP Bond Fund - Growth

Others 95.21 100
Realty 1.92 -
Construction 1.11 -
Transport Infrastructure 1.8 -

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