DSP Bond Fund - Growth
Axis Strategic Bond Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | DSP Bond Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | DSP Bond Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹319 Cr | ₹1941 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 29 Apr 1997 | 28 Mar 2012 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium Duration Fund BIII Index | NIFTY Medium Duration Debt Index C-III |
| Turn Over | 78% | 20% |
| Expense Ratio | 0.75 | 1.16 |
| Manager | Vivekanand Ramakrishnan | Devang Shah |
| ISIN Code | INF740K01557 | INF846K01BP2 |
| Exits Load | Data not available./365 | Axis Strategic Bond Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | DSP Bond Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.14% | 0.19% |
| 6 Month | 2.02% | 2.9% |
| 1 Year | 7.69% | 8.2% |
| 3 Year | 7.43% | 7.98% |
| 5 Year | 5.75% | 6.63% |
SIP Return Analysis
| Scheme Name | DSP Bond Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.84% | 1.32% |
| 1 Year | 5.65% | 6.82% |
| 3 Year | 7.41% | 8.05% |
| 5 Year | 6.79% | 7.43% |
Rolling Lumpsum Returns
| Scheme Name | DSP Bond Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.3% | 7.67% |
| 3 Year | 6.48% | 7.87% |
| 5 Year | 6.17% | 7.72% |
Risk Management
| Scheme Name | DSP Bond Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.53% | 1.34% |
| Sharp | -0.25% | 0.32% |
| Beta | 0.78% | 0.69% |
| Alpha | -0.35% | 0.47% |
Fund Managers
| Scheme Name | DSP Bond Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Vivekanand Ramakrishnan | Devang Shah |
| Total AUM | ₹3101 Cr | ₹60014 Cr |
| Funds Managed | 3 | 15 |
| DSP Bond Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
DSP Bond Fund - Growth |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
DSP Bond Fund - Growth |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 99.39 |
| Real Estate | - | 0.61 |
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