DSP Bond Fund vs Aditya Birla Sun Life Medium Term Plan compare
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) | ₹2049 Cr | ₹306 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 | 0.65% | 0.59% |
6 Month | 7.5% | 5.6% |
1 Year | 13.98% | 9.92% |
3 Year | 14.96% | 8.07% |
5 Year | 13.43% | 6.09% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | DSP Bond Fund - Growth |
---|---|---|
6 Month | 3.3% | 3.08% |
1 Year | 14.13% | 10.63% |
3 Year | 10.99% | 8.61% |
5 Year | 12.42% | 7.11% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | DSP Bond Fund - Growth |
---|---|---|
1 Year | 9.31% | 7.04% |
3 Year | 10.07% | 6.8% |
5 Year | 8.79% | 6.61% |
Risk Management
Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | DSP Bond Fund - Growth |
---|---|---|
Standard Deviation | 9.216% | 1.497% |
Sharp | 0.725% | -0.271% |
Beta | 3.163% | 1.325% |
Alpha | 6.914% | -0.287% |
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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 |
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 | 95.74 | 100 |
Real Estate | 1.13 | - |
Financial Services | 1 | - |
Industrials | 1.52 | - |
Utilities | 0.6 | - |
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