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Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
DSP Bond Fund - Growth
Chart Comparison
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) | ₹2829 Cr | ₹318 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 | 0.37% | 0.21% |
| 6 Month | 5.04% | 4.49% |
| 1 Year | 12.51% | 8.16% |
| 3 Year | 9.29% | 7.51% |
| 5 Year | 11.9% | 5.93% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | DSP Bond Fund - Growth |
|---|---|---|
| 6 Month | 1.55% | 1.13% |
| 1 Year | 10.09% | 7.69% |
| 3 Year | 10.43% | 7.95% |
| 5 Year | 11.8% | 6.89% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | DSP Bond Fund - Growth |
|---|---|---|
| 1 Year | 9.37% | 7.09% |
| 3 Year | 10.08% | 6.81% |
| 5 Year | 8.81% | 6.58% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | DSP Bond Fund - Growth |
|---|---|---|
| Standard Deviation | 1.76% | 1.48% |
| Sharp | 1.32% | 0.43% |
| Beta | 1.25% | 1.76% |
| Alpha | 1.41% | -0.66% |
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 | 95.94 | 100 |
| Real Estate | 1.61 | - |
| Financial Services | 0.76 | - |
| Industrials | 1.17 | - |
| Utilities | 0.52 | - |
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