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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) | ₹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 | 0.13% | 0.05% |
| 6 Month | 3.19% | 2.2% |
| 1 Year | 10.87% | 7.75% |
| 3 Year | 9.39% | 7.51% |
| 5 Year | 11.88% | 5.81% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | DSP Bond Fund - Growth |
|---|---|---|
| 6 Month | 1.51% | 1.09% |
| 1 Year | 8.17% | 6.37% |
| 3 Year | 10.13% | 7.6% |
| 5 Year | 11.36% | 6.88% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | DSP Bond Fund - Growth |
|---|---|---|
| 1 Year | 9.45% | 6.27% |
| 3 Year | 9.97% | 6.46% |
| 5 Year | 8.88% | 6.18% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | DSP Bond Fund - Growth |
|---|---|---|
| Standard Deviation | 1.71% | 1.32% |
| Sharp | 1.53% | 0.68% |
| Beta | 0.87% | 1.14% |
| Alpha | 1.65% | -0.39% |
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 | 95.81 | 100 |
| Real Estate | 1.75 | - |
| Financial Services | 0.79 | - |
| Industrials | 1.12 | - |
| Utilities | 0.53 | - |
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