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

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DSP Bond Fund - Growth

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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)	₹2864 Cr	₹319 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	1.56	0.75
Manager	Dhaval Joshi	Vivekanand Ramakrishnan
ISIN Code	INF209K01603	INF740K01557
Exits Load	Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365	Data not available./365

Trailing Lumpsum Returns

Scheme Name	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan	DSP Bond Fund - Growth
1 Month	0.15%	-0.07%
6 Month	3.13%	2.09%
1 Year	11%	7.78%
3 Year	9.44%	7.47%
5 Year	11.85%	5.75%

SIP Return Analysis

Scheme Name	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan	DSP Bond Fund - Growth
6 Month	1.36%	0.84%
1 Year	7.68%	5.65%
3 Year	10.03%	7.41%
5 Year	11.31%	6.79%

Rolling Lumpsum Returns

Scheme Name	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan	DSP Bond Fund - Growth
1 Year	9.46%	6.3%
3 Year	9.94%	6.48%
5 Year	8.89%	6.17%

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%

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
Funds Managed	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	100	100

Sector Allocation

Scheme Name	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan	DSP Bond Fund - Growth
Others	95.83	100
Real Estate	1.75	-
Financial Services	0.79	-
Industrials	1.11	-
Utilities	0.53	-

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