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) | ₹319 Cr | ₹788 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 | -0.16% | 0.01% |
| 6 Month | 2.05% | 2.3% |
| 1 Year | 7.66% | 7.66% |
| 3 Year | 7.42% | 7.56% |
| 5 Year | 5.74% | 6.01% |
SIP Return Analysis
| Scheme Name | DSP Bond Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.84% | 1.07% |
| 1 Year | 5.65% | 6.02% |
| 3 Year | 7.41% | 7.57% |
| 5 Year | 6.79% | 6.91% |
Rolling Lumpsum Returns
| Scheme Name | DSP Bond Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.3% | 7.36% |
| 3 Year | 6.48% | 6.38% |
| 5 Year | 6.17% | 6.42% |
Risk Management
| Scheme Name | DSP Bond Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 1.53% | 1.27% |
| Sharp | -0.25% | 0.77% |
| Beta | 0.78% | 1.06% |
| Alpha | -0.35% | -0.23% |
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
Bandhan Floater Fund Regular - Growth
3Y Returns7.37%
Nippon India Floater Fund - Regular Plan - Growth Option
3Y Returns7.74%
NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN
3Y Returns6.98%
NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN
3Y Returns6.98%
Mahindra Manulife Liquid Fund - Regular Plan - Growth
3Y Returns6.96%
HSBC Liquid Fund - Regular Growth
3Y Returns6.95%
ICICI Prudential Focused Equity Fund - Growth
3Y Returns23.38%
HDFC Focused Fund - GROWTH PLAN
3Y Returns21.22%