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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 | ₹317 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 | 1.03% | 0.93% |
| 6 Month | 4.07% | 3.19% |
| 1 Year | 11.22% | 8.29% |
| 3 Year | 9.65% | 7.92% |
| 5 Year | 11.86% | 5.93% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | DSP Bond Fund - Growth |
|---|---|---|
| 6 Month | 1.86% | 1.35% |
| 1 Year | 10.75% | 7.96% |
| 3 Year | 10.69% | 8.07% |
| 5 Year | 11.99% | 7.03% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | DSP Bond Fund - Growth |
|---|---|---|
| 1 Year | 9.4% | 7.12% |
| 3 Year | 10.06% | 6.82% |
| 5 Year | 8.84% | 6.56% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | DSP Bond Fund - Growth |
|---|---|---|
| Standard Deviation | 1.72% | 1.36% |
| Sharp | 1.49% | 0.69% |
| Beta | 1.36% | 1.84% |
| Alpha | 1.28% | -0.82% |
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 | 95.61 | 100 |
| Real Estate | 1.84 | - |
| Financial Services | 0.8 | - |
| Industrials | 1.2 | - |
| Utilities | 0.54 | - |
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