- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹2744 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 | 0.36% | 0.17% |
| 6 Month | 5.04% | 4.96% |
| 1 Year | 13.17% | 8.84% |
| 3 Year | 9.39% | 7.54% |
| 5 Year | 12.25% | 5.91% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | DSP Bond Fund - Growth |
|---|---|---|
| 6 Month | 2.03% | 1.6% |
| 1 Year | 11.55% | 8.48% |
| 3 Year | 10.7% | 8.16% |
| 5 Year | 12.05% | 6.98% |
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 | 1.69% | 1.42% |
| Sharp | 1.53% | 0.67% |
| Beta | 1.17% | 1.72% |
| Alpha | 1.55% | -0.61% |
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 | 95.86 | 100 |
| Real Estate | 1.67 | - |
| Financial Services | 0.8 | - |
| Industrials | 1.16 | - |
| Utilities | 0.51 | - |
Top Comparisons
Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan
3Y Returns13.21%
HSBC Aggressive Hybrid Active FOF - Growth
3Y Returns14.12%
SBI ELSS Tax Saver Fund - Regular Plan- Growth
3Y Returns23.58%
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
3Y Returns13.42%
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns17.44%
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option
3Y Returns18.48%
SBI Short Term Debt Fund - Regular Plan -Growth
3Y Returns7.38%
UTI Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.48%
