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 | ₹782 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 | 0.43% | 0.4% |
| 6 Month | 1.87% | 2.04% |
| 1 Year | 8.12% | 8.05% |
| 3 Year | 7.64% | 7.69% |
| 5 Year | 5.87% | 6.07% |
SIP Return Analysis
| Scheme Name | DSP Bond Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.41% | 1.45% |
| 1 Year | 7.03% | 6.95% |
| 3 Year | 7.88% | 7.91% |
| 5 Year | 7.04% | 7.08% |
Rolling Lumpsum Returns
| Scheme Name | DSP Bond Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.27% | 7.35% |
| 3 Year | 6.46% | 6.36% |
| 5 Year | 6.18% | 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 |
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