DSP Bond Fund - Growth
HSBC Medium Duration Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | DSP Bond Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Fund | DSP Bond Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹318 Cr | ₹758 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 29 Apr 1997 | 02 Feb 2015 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium Duration Fund BIII Index | NIFTY Medium Duration Debt Index B-III |
| Turn Over | 78% | 54% |
| Expense Ratio | 0.75 | 1.1 |
| Manager | Vivekanand Ramakrishnan | Shriram Ramanathan |
| ISIN Code | INF740K01557 | INF917K01TH0 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | DSP Bond Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.81% | 0.67% |
| 6 Month | 2.92% | 2.86% |
| 1 Year | 8.27% | 8.31% |
| 3 Year | 7.94% | 7.98% |
| 5 Year | 5.88% | 6.32% |
SIP Return Analysis
| Scheme Name | DSP Bond Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.33% | 1.37% |
| 1 Year | 7.81% | 7.63% |
| 3 Year | 8.02% | 8.02% |
| 5 Year | 7.02% | 7.07% |
Rolling Lumpsum Returns
| Scheme Name | DSP Bond Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.12% | 7.27% |
| 3 Year | 6.82% | 6.29% |
| 5 Year | 6.56% | 6.43% |
Risk Management
| Scheme Name | DSP Bond Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 1.36% | 1.30% |
| Sharp | 0.69% | 0.76% |
| Beta | 1.84% | 1.71% |
| Alpha | -0.82% | -0.66% |
Fund Managers
| Scheme Name | DSP Bond Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Name | Vivekanand Ramakrishnan | Shriram Ramanathan |
| Total AUM | ₹3101 Cr | ₹32638 Cr |
| Funds Managed | 3 | 11 |
| DSP Bond Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
Market Cap
| Scheme Name |
DSP Bond Fund - Growth |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
DSP Bond Fund - Growth |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
ICICI Prudential Banking and Financial Services Fund - Growth
3Y Returns16.41%
Tata Banking And Financial Services Fund-Regular Plan-Growth
3Y Returns18.23%
Mahindra Manulife Small Cap Fund - Regular Plan - Growth
3Y Returns0%
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns25.92%
SBI Large Cap Fund-Regular Plan Growth
3Y Returns15.09%
HSBC Large Cap Fund - Regular Growth
3Y Returns15.09%
DSP Banking & Financial Services Fund - Reg (G)
3Y Returns0%
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
3Y Returns18.8%